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HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by HHM Wealth 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of UPST by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−216−100.0%Sold outHolders
Q3 2022216$4.00K<0.1%+100+86.2%AddedHolders
Q2 2022116$4.00K<0.1%00.0%UnchangedHolders
Q1 2022116$13.0K<0.1%+30+34.9%AddedHolders
Q4 202186$13.0K<0.1%+24+38.7%AddedHolders
Q3 202162$20.0K<0.1%+62NewHolders