Essential Planning, LLC.
- SEC CIK
- 0001949824
- Latest filing
- Aug 3, 2026
UPLD holding history
Upland Software, Inc. in every 13F filed by Essential Planning, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPLD overviewAll 13F holders of UPLDFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q4 2024