Filer · Institutional
UP STRATEGIC WEALTH INVESTMENT ADVISORSLLC
CIK 0002011649TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 10
Q1 202613F-HR
0002011649-26-000002 · filed 2026-05-12
0
positions
Q4 202513F-HR
0002011649-26-000001 · filed 2026-02-10
0
positions
Q3 202513F-HR
0002011649-25-000008 · filed 2025-11-19
0
positions
Q2 202513F-HR
0002011649-25-000005 · filed 2025-08-12
95
positions
Q1 202513F-HR
0002011649-25-000004 · filed 2025-05-15
86
positions
Q4 202413F-HR
0002011649-25-000003 · filed 2025-02-14
79
positions
Q3 202413F-HR
0002011649-24-000005 · filed 2024-11-14
79
positions
Q2 202413F-HR
0002011649-24-000003 · filed 2024-08-12
60
positions
Q1 202413F-HR
0002011649-24-000002 · filed 2024-05-15
60
positions
Q4 202313F-HR
0002011649-24-000001 · filed 2024-02-13
58
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.