Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Prosperity Wealth Management, Inc., 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 Q4 2025 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −10,660−100.0% | Sold out | Holders |
| Q2 2025 | 10,660 | $689.5K | 0.3% | +10,660 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −6,965−100.0% | Sold out | Holders |
| Q4 2024 | 6,965 | $428.8K | 0.2% | −205−2.9% | Reduced | Holders |
| Q3 2024 | 7,170 | $286.9K | 0.1% | +7,170 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −3,807−100.0% | Sold out | Holders |
| Q2 2023 | 3,807 | $136.3K | 0.1% | +3,807 | New | Holders |