Annex Advisory Services, LLC's ownership history for UPST

Annex Advisory Services, LLC currently holds 421.4K shares with a market value of $18.4M. It started holding UPST on 2025-09-30. At its peak, it held 421.4K shares on 2025-12-31. Its highest holding value was $18.4M on 2025-12-31. At its lowest, it held 207.1K shares on 2025-09-30, with a value of $10.5M on 2025-09-30.