Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Private Wealth Management Group, 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 (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −39−100.0% | Sold out | Holders |
| Q4 2025 | 39 | $1.71K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 39 | $1.98K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 39 | $2.52K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 39 | $1.80K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 39 | $2.40K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 39 | $1.56K | <0.1% | +39 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −24−100.0% | Sold out | Holders |
| Q4 2023 | 24 | $981 | <0.1% | – | No prior filing | Holders |