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Disclosery

Wheels Up Wealth, Inc.: DFSI position timeline

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

Wheels Up Wealth, Inc. held 34,897 DFSI 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 34,897 shares
    Change vs previous 13F +1,341 shares

    1.33% of the 13F portfolio, value $1,573,855.

    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 33,556 shares
    Change vs previous 13F -1,026 shares

    1.34% of the 13F portfolio, value $1,422,774.

    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 34,582 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,481,666.

    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).