WMG Financial Advisors, LLC
- SEC CIK
- 0001906711
- Latest filing
- Jul 23, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by WMG Financial 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 (Q2 2026)
- 10,327
- Value
- $365.9K
- % of portfolio
- 0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,327 | $365.9K | 0.1% | −15,400−59.9% | Reduced | Holders |
| Q1 2026 | 25,727 | $659.9K | 0.3% | +8,265+47.3% | Added | Holders |
| Q4 2025 | 17,462 | $763.6K | 0.3% | +1,600+10.1% | Added | Holders |
| Q3 2025 | 15,862 | $805.8K | 0.3% | −2,650−14.3% | Reduced | Holders |
| Q2 2025 | 18,512 | $1.20M | 0.4% | −650−3.4% | Reduced | Holders |
| Q1 2025 | 19,162 | $882.0K | 0.4% | −2,050−9.7% | Reduced | Holders |
| Q4 2024 | 21,212 | $1.31M | 0.6% | −22,895−51.9% | Reduced | Holders |
| Q3 2024 | 44,107 | $1.76M | 0.8% | +375+0.9% | Added | Holders |
| Q2 2024 | 43,732 | $1.03M | 0.5% | −5,400−11.0% | Reduced | Holders |
| Q1 2024 | 49,132 | $1.32M | 0.8% | −2,000−3.9% | Reduced | Holders |
| Q4 2023 | 51,132 | $2.09M | 1.4% | −3,365−6.2% | Reduced | Holders |
| Q3 2023 | 54,497 | $1.56M | 1.3% | −25,423−31.8% | Reduced | Holders |
| Q2 2023 | 79,920 | $2.86M | 2.1% | −2,510−3.0% | Reduced | Holders |
| Q1 2023 | 82,430 | $1.31M | 1.1% | +760+0.9% | Added | Holders |
| Q4 2022 | 81,670 | $1.08M | 0.9% | +2,752+3.5% | Added | Holders |
| Q3 2022 | 78,918 | $1.64M | 1.5% | −410−0.5% | Reduced | Holders |
| Q2 2022 | 79,328 | $2.50M | 2.2% | +39,303+98.2% | Added | Holders |
| Q1 2022 | 40,025 | $4.37M | 3.2% | +19,125+91.5% | Added | Holders |
| Q4 2021 | 20,900 | $3.16M | 2.5% | – | No prior filing | Holders |