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Teamwork Financial Advisors, LLC

SEC CIK
0001629931
Latest filing
Jul 8, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Teamwork Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2021
Holdings of UPST by Teamwork Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−6,076−100.0%Sold outHolders
Q1 20226,076$663.0K0.1%+1,170+23.8%AddedHolders
Q4 20214,906$742.0K0.1%+2,985+155.4%AddedHolders
Q3 20211,921$608.0K0.1%+1,921NewHolders