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MBM WEALTH CONSULTANTS, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1762068 CHESTERFIELD, MO

Position in UPST

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$128
+$49 QoQ
Shares Held
5
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
Dec 2022
3 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, 2026

MBM WEALTH CONSULTANTS, LLC holds $2,246,146 across 3 Credit Services names.

# Ticker Company Shares Value (USD) Open

All Filings in UPST

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $128 5
2023-03-31 $79 5
2022-12-31 $1 5