Wiser Advisor Group LLC

SEC CIK: 0002011550
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Wiser Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overview All 13F holders of UPST Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of UPST by Wiser Advisor Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−50−100.0%	Sold out	Holders
Q3 2025	50	$2.54K	<0.1%	+50	New	Holders
Q2 2025	0	$0	0.0%	−50−100.0%	Sold out	Holders
Q1 2025	50	$2.30K	<0.1%	+50	New	Holders