Position in UP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,687
-$25,649 QoQ
Shares Held
11,000
-15.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UP Over Time
Shares Held
Position Value (USD)
Position in Airports & Air Services
Industrials · as of Mar 31, 2026HB Wealth Management, LLC holds $241,361 across 2 Airports & Air Services names. UP ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOBY |
Joby Aviation, Inc.
|
28,532 | $235,674 | |
| 2 | UP |
Wheels Up Experience Inc.
This page
|
11,000 | $5,687 |
All Filings in UP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,687 | 11,000 | Shares | Sole | 2026-04-27 | |
| 2024-09-30 | $31,336 | 12,949 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,473 | 12,949 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||