Upstart Wealth Management, LLC has filed its latest 13F notice, detailing its investment positions as of September 30, 2026. This filing is significant as it reflects the firm's ongoing commitment to transparency in its investment strategies and compliance with regulatory requirements.

Upstart Wealth Management, LLC, incorporated in New York, is categorized as an asset management firm. The company is known for its investment management services, which cater to a diverse range of clients. The latest filing, with accession number 0001902383-26-000005, was submitted on October 28, 2026, following previous filings on July 27, 2026, and April 20, 2026.

The filing states that the report is a 13F Notice, which is designed to inform investors about the investment holdings of institutional investment managers. The report period covers the end of the third quarter of 2026. Chris Stanley, the Chief Compliance Officer of Upstart Wealth Management, signed the filing.

This update may affect various stakeholders, including clients, investors, and market analysts who rely on such disclosures to gauge the firm’s investment strategies and market positioning. Additionally, competitors like DGS Capital Management, LLC are also required to file similar reports, contributing to a competitive landscape where transparency is increasingly valued.

The filing does not say what happens next.