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Disclosery

Wheels Up Wealth, Inc.: DFSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wheels Up Wealth, Inc. on DFSB, newest first. How the timeline and the estimate are built.

Wheels Up Wealth, Inc. held 31,600 DFSB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,600 shares
    Change vs previous 13F +3,893 shares

    1.4% of the 13F portfolio, value $1,646,676.

    13F-HR 0002107618-26-000003 filed by Wheels Up Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,707 shares
    Change vs previous 13F +2,638 shares

    1.35% of the 13F portfolio, value $1,433,638.

    13F-HR 0002107618-26-000002 filed by Wheels Up Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,069 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,298,574.

    13F-HR 0002107618-26-000001 filed by Wheels Up Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).