J. Derek Lewis & Associates Inc.
Position in UP — Wheels Up Experience Inc.
CIK 2077884
NEWPORT BEACH, CA
Position in UP
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$249,692
-$105,837 QoQ
Shares Held
24,148
-10.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Jun 30, 2026J. Derek Lewis & Associates Inc. holds $118,636 across 1 Airports & Air Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOBY |
Joby Aviation, Inc.
|
13,300 | $118,636 |
All Filings in UP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,692 | 482,965 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $355,529 | 541,965 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||