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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Raffa Wealth Management, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of UPST by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5−100.0%Sold outHolders
Q2 20235$179<0.1%00.0%UnchangedHolders
Q1 20235$79<0.1%00.0%UnchangedHolders
Q4 20225$66<0.1%00.0%UnchangedHolders
Q3 20225$104<0.1%00.0%UnchangedHolders
Q2 20225$158<0.1%00.0%UnchangedHolders
Q1 20225$545<0.1%00.0%UnchangedHolders
Q4 20215$757<0.1%+5NewHolders