Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Bogart Wealth, 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 2026)
- 1,610
- Value
- $57.0K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,610 | $57.0K | <0.1% | +549+51.7% | Added | Holders |
| Q1 2026 | 1,061 | $27.2K | <0.1% | +61+6.1% | Added | Holders |
| Q4 2025 | 1,000 | $43.7K | <0.1% | +1,000 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −1,200−100.0% | Sold out | Holders |
| Q2 2025 | 1,200 | $77.6K | <0.1% | +700+140.0% | Added | Holders |
| Q1 2025 | 500 | $23.0K | <0.1% | +500 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −3,500−100.0% | Sold out | Holders |
| Q2 2024 | 3,500 | $82.6K | <0.1% | +3,500 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −15−100.0% | Sold out | Holders |
| Q3 2022 | 15 | $0 | 0.0% | +15 | New | Holders |