Position in UP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$266,498
+$145,406 QoQ
Shares Held
29,710
-87.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1
of 8 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UP Over Time
Shares Held
Position Value (USD)
Position in Airports & Air Services
Industrials · as of Jun 30, 2026INSTRUMENTAL WEALTH, LLC holds $266,498 across 1 Airports & Air Services name. UP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UP |
Wheels Up Experience Inc.
This page
|
29,710 | $266,498 |
All Filings in UP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,498 | 29,710 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $121,092 | 234,221 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $153,648 | 234,221 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $211,456 | 114,922 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $128,658 | 120,242 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $121,444 | 120,242 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $198,399 | 120,242 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $292,316 | 120,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $239,264 | 126,595 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $543,199 | 189,268 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $536,126 | 156,305 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $77,844 | 37,606 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||