UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: GOOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on GOOG, newest first. How the timeline and the estimate are built.
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 3,630 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,630 sharesChange vs previous 13F 0 shares
0.78% of the 13F portfolio, value $1,307,272.
13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,630 sharesChange vs previous 13F +2,070 shares
0.9% of the 13F portfolio, value $1,434,939.
13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,560 sharesChange vs previous 13F -1,163 shares
0.37% of the 13F portfolio, value $504,036.
13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,723 sharesChange vs previous 13F -489 shares
0.51% of the 13F portfolio, value $685,406.
13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,212 sharesChange vs previous 13F -81 shares
0.44% of the 13F portfolio, value $569,828.
13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,293 sharesChange vs previous 13F +7 shares
0.46% of the 13F portfolio, value $514,466.
13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,286 sharesChange vs previous 13F -82 shares
0.63% of the 13F portfolio, value $625,786.
13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,368 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $563,096.
13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).