Where does the Upstream Advisory Group LLC case file come from?

Every entry is taken from the breach report Upstream Advisory Group LLC lodged with the Indiana Attorney General. Nothing here is estimated.

Why do the incident date and the report date differ?

Companies usually investigate before they report. The gap between the two dates shows how long that took.

What does the records-affected figure count?

It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.

Does this case file change over time?

Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

Case file

Case File: Upstream Advisory Group LLC Data Breach

This file collects the dated facts on record for the Upstream Advisory Group LLC incident. The state report is dated September 18, 2025. The incident itself is dated May 21, 2025.

Timeline

120 days separate the incident date from the date it was reported.

May 21, 2025Incident dateWhen the filing says the breach took place.
September 18, 2025Report filed in IndianaDate the notice was lodged with the Indiana Attorney General.

Case facts

Filing state: Indiana
Date reported: September 18, 2025
Incident date: May 21, 2025
Receiving office: Indiana Attorney General

Case notes

Upstream Advisory Group LLC, based in Indiana, has officially reported a data breach incident. This disclosure details an event that may have compromised personal information.

The incident occurred on May 21, 2025, as stated in public filings. Upstream Advisory Group LLC submitted its formal report on September 18, 2025, to relevant authorities. The company's investigation into the scope and nature of the breach is currently ongoing.

While specific categories of information were not detailed in the public filing, the breach involved personal data held by Upstream Advisory Group LLC. Individuals impacted by this event would typically receive a direct notification letter from the company.

Recipients of a breach notification should carefully review the document for specific instructions. It is generally advisable to remain vigilant against unusual communications or activity. This includes monitoring financial accounts and credit reports for any unauthorized transactions or inquiries.

Consider placing a fraud alert or security freeze on your credit reports with the three major credit bureaus. This can help prevent new accounts from being opened in your name. Update passwords for online accounts and be wary of phishing attempts that might exploit data exposed in a breach.

This information is based on public disclosures filed by Upstream Advisory Group LLC. These official records serve to inform affected individuals and the public about the incident.

Questions about this case file

Where does the Upstream Advisory Group LLC case file come from?: Every entry is taken from the breach report Upstream Advisory Group LLC lodged with the Indiana Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?: Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?: It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?: Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

Indiana data breaches

Filing source: Indiana Attorney General

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Timeline

Case facts

Case notes

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