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Upstart Hldgs shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $128 5 25.60
2023-03-31 $0 5 0.00
2022-12-31 $1.0k 5 200.00

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Upstart Hldgs

Vanguard Group
BlackRock
Susquehanna International
Citadel Advisors
Morgan Stanley
Vanguard Capital Management
Vanguard Portfolio Management
Jane Street
Geode Capital Management
State Street Corporation
D. E. Shaw & Co
Clear Street Group
Goldman Sachs Group
Halter Ferguson Financial
UBS Group

View all funds holding Upstart Hldgs