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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

UCB holding history

United Community Banks Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UCB overviewAll 13F holders of UCBFull Q2 2026 holdings

Shares (Q2 2026)
19,247
Value
$675.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UCB by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,247$675.4K<0.1%+2,988+18.4%AddedHolders
Q1 202616,259$512.0K<0.1%+1,304+8.7%AddedHolders
Q4 202514,955$466.9K<0.1%+427+2.9%AddedHolders
Q3 202514,528$455.5K<0.1%+1,500+11.5%AddedHolders
Q2 202513,028$388.1K<0.1%+781+6.4%AddedHolders
Q1 202512,247$344.5K<0.1%−146−1.2%ReducedHolders
Q4 202412,393$400.4K<0.1%−1,800−12.7%ReducedHolders
Q3 202414,193$412.7K<0.1%+534+3.9%AddedHolders
Q2 202413,659$347.8K<0.1%+113+0.8%AddedHolders
Q1 202413,546$356.5K<0.1%+496+3.8%AddedHolders
Q4 202313,050$381.8K<0.1%+944+7.8%AddedHolders
Q3 202312,106$307.6K<0.1%−437−3.5%ReducedHolders
Q2 202312,543$313.4K<0.1%+2,827+29.1%AddedHolders
Q1 20239,716$273.2K<0.1%+2,753+39.5%AddedHolders
Q4 20226,963$235.3K<0.1%+691+11.0%AddedHolders
Q3 20226,272$208.0K<0.1%−707−10.1%ReducedHolders
Q2 20226,979$211.0K<0.1%+208+3.1%AddedHolders
Q1 20226,771$236.0K<0.1%−116−1.7%ReducedHolders
Q4 20216,887$248.0K<0.1%−769−10.0%ReducedHolders
Q3 20217,656$251.0K<0.1%−14,784−65.9%ReducedHolders
Q2 202122,440$718.0K0.1%+680+3.1%AddedHolders
Q1 202121,760$742.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.