Current Market Value 574,566,690
Current Holdings 103
Most Recent File Date 2025-07-30
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Greenup Street Wealth Management Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 103 574,567
2025-04-21 2025-03-31 13F-HR 97 504,609
2025-01-22 2024-12-31 13F-HR 95 503,497
2024-10-16 2024-09-30 13F-HR 84 484,486
2024-07-22 2024-06-30 13F-HR 85 425,082
2024-05-06 2024-03-31 13F-HR 79 398,314
2024-02-08 2023-12-31 13F-HR 84 359,569
2023-11-08 2023-09-30 13F-HR 84 306,301
2023-08-07 2023-06-30 13F-HR 96 365,939
2023-05-08 2023-03-31 13F-HR 76 284,612
2023-01-26 2022-12-31 13F-HR 84 239,784
2022-10-21 2022-09-30 13F-HR 80 221,785
2022-07-29 2022-06-30 13F-HR 80 212,446
2022-02-09 2021-12-31 13F-HR 82 170,201