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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Abound Wealth Management, 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 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of UPST by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10−100.0%Sold outHolders
Q3 202410$401<0.1%+10NewHolders