LPL Financial LLC

Position in UP — Wheels Up Experience Inc.

CIK 1403438 FORT MILL, SC

Position in UP

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$18,229

-$4,566 QoQ

Shares Held

35,261

+184.6% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $7,402,318 across 5 Airports & Air Services names. UP ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JOBY	Joby Aviation, Inc.	671,885	$5,549,770
2	ASR	Southeast Airport Group	3,746	$1,259,142
3	CAAP	Corporacion America Airports S.A.	11,742	$296,955
4	PAC	Pacific Airport Group	1,127	$278,222
5	UP	Wheels Up Experience Inc. This page	35,261	$18,229

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,229	35,261	+184.6%	Shares	Sole	2026-05-06
2025-09-30	$22,795	12,389	-26.8%	Shares	Sole	2025-11-12
2025-06-30	$18,119	16,934	-10.6%	Shares	Sole	2025-08-12
2025-03-31	$19,123	18,934	+11.9%	Shares	Sole	2025-05-07
2024-12-31	$27,916	16,919	-14.0%	Shares	Sole	2025-02-11
2024-09-30	$47,635	19,684	-8.0%	Shares	Sole	2024-11-08
2024-06-30	$40,446	21,400	-8.2%	Shares	Sole	2024-08-07
2024-03-31	$66,879	23,303	+40.2%	Shares	Sole	2024-05-10
2023-12-31	$57,003	16,619	-3.0%	Shares	Sole	2024-02-14
2023-09-30	$35,475	17,138	+31.0%	Shares	Sole	2023-11-13
2023-06-30	$15,309	13,085	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.