WMG Financial Advisors, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1906711 Knoxville, TN

Position in UPST

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$365,885

-$294,012 QoQ

Shares Held

10,327

-59.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#181

of 364 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $365,885 across 1 Credit Services name. UPST ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPST	Upstart Holdings, Inc. This page	10,327	$365,885

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,885	10,327	-59.9%	Shares	Sole	2026-07-23
2026-03-31	$659,897	25,727	+47.3%	Shares	Sole	2026-04-23
2025-12-31	$763,613	17,462	+10.1%	Shares	Sole	2026-01-28
2025-09-30	$805,789	15,862	-14.3%	Shares	Sole	2025-10-23
2025-06-30	$1,197,356	18,512	-3.4%	Shares	Sole	2025-07-24
2025-03-31	$882,026	19,162	-9.7%	Shares	Sole	2025-05-06
2024-12-31	$1,306,022	21,212	-51.9%	Shares	Sole	2025-02-06
2024-09-30	$1,764,721	44,107	+0.9%	Shares	Sole	2024-10-31
2024-06-30	$1,031,637	43,732	-11.0%	Shares	Sole	2024-07-30
2024-03-31	$1,321,159	49,132	-3.9%	Shares	Sole	2024-05-07
2023-12-31	$2,089,253	51,132	-6.2%	Shares	Sole	2024-02-08
2023-09-30	$1,555,344	54,497	-31.8%	Shares	Sole	2023-11-14
2023-06-30	$2,861,935	79,920	-3.0%	Shares	Sole	2023-08-03
2023-03-31	$1,309,812	82,430	+0.9%	Shares	Sole	2023-04-18
2022-12-31	$1,079,677	81,670	+3.5%	Shares	Sole	2023-02-10
2022-09-30	$1,640,705	78,918	-0.5%	Shares	Sole	2022-10-18
2022-06-30	$2,508,351	79,328	+98.2%	Shares	Sole	2022-08-08
2022-03-31	$4,366,327	40,025	+91.5%	Shares	Sole	2022-08-04
2021-12-31	$3,162,170	20,900	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.