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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Atticus 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2021
Holdings of UPST by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−24−100.0%Sold outHolders
Q3 202224$1.00K<0.1%00.0%UnchangedHolders
Q2 202224$1.00K<0.1%00.0%UnchangedHolders
Q1 202224$3.00K<0.1%+24NewHolders
Q4 20210$00.0%−402−100.0%Sold outHolders
Q3 2021402$127.0K0.1%+402NewHolders