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Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Western 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of UPST by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,032−100.0%Sold outHolders
Q4 20255,032$220.0K<0.1%+5,032NewHolders
Q2 20220$00.0%−4,186−100.0%Sold outHolders
Q1 20224,186$456.0K<0.1%+2,570+159.0%AddedHolders
Q4 20211,616$244.0K<0.1%–No prior filingHolders