KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT UPST — UPSTART HLDGS INC

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  7 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported UPSTART HLDGS INC (UPST) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows UPST at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's position in UPSTART HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UPST was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPST stock page KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held UPST — position size vs. price
% of Fund (quarterly)    UPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,007 — 0% 0.06% $213K 2026-07-24 $nan
2025 Q4 UNCHANGED — — — 6,007 — 0% 0.09% $263K 2026-01-27 $45.20
2025 Q3 UNCHANGED — — — 6,007 — 0% 0.11% $305K 2025-10-29 $48.75
2025 Q2 UNCHANGED — — — 6,007 — 0% 0.16% $389K 2025-07-28 $82.30
2025 Q1 UNCHANGED — — — 6,007 — 0% 0.13% $284K 2025-05-12 $52.96
2024 Q4 REDUCED 14.3% -25.2% ✅ 6,007 -1,000 -14.3% 0.17% $370K 2025-01-14 $57.00
2024 Q3 INITIATED — — — 7,007 — — 0.14% $280K 2024-10-09 $43.03

🏢 Other funds also holding UPST

As of 2026 Q2 — sorted by position size

BLUE JEAN FINANCIAL LLC 2.54% Rare Wolf Capital LLC 0.59% WMG Financial Advisors, LLC 3Y 0.14% Gemmer Asset Management LLC 3Y 7Y 0.07% Falcon Wealth Planning 3Y 0.07% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.06% Capital Advantage, Inc. 3Y 7Y 0.05% Royal Fund Management, LLC 3Y 0.04% Abel Hall, LLC 0.04% Mosley Wealth Management 0.04%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and UPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning UPST?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported UPST across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported UPST position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for UPST was 0.17% in 2024 Q4.

What is the latest reported UPST position on this page?

The most recent filing on this page is 2026 Q2, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 6,007 shares, equal to 0.06% of portfolio, with an estimated market value of $213K.

What does the chart on this UPST ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's quarterly UPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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