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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

UPWK holding history

Upwork, Inc in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPWK overviewAll 13F holders of UPWKFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of UPWK by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,000−100.0%Sold outHolders
Q1 20232,000$22.6K<0.1%+2,000NewHolders