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Upstream Bio shares owned by Creative Planning

Quarter-by-quarter ownership of Upstream Bio (UPB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Upstream Bio

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All positions including Upstream Bio held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstream Bio by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 14k 18.81
2025-06-30 $154k 14k 10.98