Western Wealth Management, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1767902 GOLDEN, CO

Position in UPST

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$52,633

-$167,416 QoQ

Shares Held

2,052

-59.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $25,412,183 across 6 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	40,403	$13,861,864
2	MA	Mastercard Inc	12,547	$6,444,139
3	AXP	American Express Co	9,397	$3,178,535
4	COF	Capital One Financial Corp	7,463	$1,497,227
5	SYF	Synchrony Financial	2,961	$225,184
6	PYPL	PayPal Holdings, Inc.	4,753	$205,234

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,633	2,052	-59.2%	Shares	Sole	2026-05-19
2025-12-31	$220,049	5,032	+20.2%	Shares	Sole	2026-02-05
2022-03-31	$456,650	4,186	+159.0%	Shares	Sole	2022-05-10
2021-12-31	$244,500	1,616	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.