Custom Portfolio Group LLC

SEC CIK: 0002034330
Latest filing: Aug 27, 2024

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Custom Portfolio 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 2024 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of UPST by Custom Portfolio Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−482−100.0%	Sold out	Holders
Q1 2024	482	$13.0K	<0.1%	+241+100.0%	Added	Holders
Q4 2023	241	$9.85K	<0.1%	–	No prior filing	Holders