Question 1

How many shares of UP does LPL Financial LLC own?

Accepted Answer

As of 2026-Q1, LPL Financial LLC holds 35,261 shares of UP (WHEELS UP EXPERIENCE INC).

Question 2

What is LPL Financial LLC's UP position worth?

Accepted Answer

As of 2026-Q1, LPL Financial LLC's UP position is worth $18,212.

Question 3

Is LPL Financial LLC buying or selling UP?

Accepted Answer

In 2026-Q1, LPL Financial LLC opened a new position in UP.

Question 4

When did LPL Financial LLC first buy UP?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in UP in 2024-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	New	35,261	—	$18,212	0.0%	$0.56	28
2025-Q4	Exited	0	-100.0%	$0	0.0%	$0.62	0
2025-Q3	Decreased	12,389	-26.8%	$22,796	0.0%	$1.83	0
2025-Q2	Decreased	16,934	-10.6%	$18,119	0.0%	$1.23	0
2025-Q1	Increased	18,934	+11.9%	$19,123	0.0%	$1.02	14
2024-Q4	Decreased	16,919	-14.1%	$27,916	0.0%	$1.67	0
2024-Q3	Decreased	19,684	-8.0%	$47,635	0.0%	$2.40	0
2024-Q2	Decreased	21,400	-8.2%	$40,446	0.0%	$1.89	0