KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Position in UPST — Upstart Holdings, Inc.
CIK 2035883
Dublin, OH
Position in UPST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$212,828
-$49,858 QoQ
Shares Held
6,007
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#226
of 364 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT holds $478,722 across 2 Credit Services names. UPST ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
775 | $265,894 | |
| 2 | UPST |
Upstart Holdings, Inc.
This page
|
6,007 | $212,828 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,828 | 6,007 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $262,686 | 6,007 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $305,155 | 6,007 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $388,532 | 6,007 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $276,502 | 6,007 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $369,850 | 6,007 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $280,350 | 7,007 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $292,026 | 7,147 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||