Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Bordeaux 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 2025 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −105,396−100.0% | Sold out | Holders |
| Q3 2022 | 105,396 | $2.19M | 1.4% | +45,396+75.7% | Added | Holders |
| Q2 2022 | 60,000 | $1.90M | 1.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 60,000 | $6.54M | 3.5% | 00.0% | Unchanged | Holders |
| Q4 2021 | 60,000 | $9.08M | 4.2% | +60,000 | New | Holders |