Sound Income Strategies, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1730960
Ft Lauderdale, FL
Position in UPST
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,130
-$3,616 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
All Filings in UPST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,130 | 200 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,746 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $646 | 10 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $460 | 10 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,847 | 30 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,400 | 60 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,415 | 60 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,613 | 60 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,451 | 60 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $716 | 20 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||