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Upwork shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Upwork (UPWK) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Upwork

Tip: Access up to 7 years of quarterly data

All positions including Upwork held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upwork by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $85k 10k 8.36

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for WealthPlan Investment Management

Top funds holding Upwork

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