Strategic Family Wealth Counselors, L.L.C.
Position in UPST — Upstart Holdings, Inc.
CIK 1729755
FAIRFIELD, NJ
Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,156
+$77,418 QoQ
Shares Held
7,992
-0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#199
of 364 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $3,325,368 across 4 Credit Services names. UPST ranks #4 (8.5% of the industry book) .
All Filings in UPST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,156 | 7,992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $205,738 | 8,021 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $349,490 | 7,992 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $405,993 | 7,992 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $516,922 | 7,992 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $367,871 | 7,992 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $492,067 | 7,992 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $319,759 | 7,992 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $214,904 | 7,992 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $326,553 | 7,992 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $228,091 | 7,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $286,193 | 7,992 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $252,707 | 7,992 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $871,847 | 7,992 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,209,189 | 7,992 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,528,988 | 7,992 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $998,200 | 7,992 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||