CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
UMPQ holding history
Umpqua Holdings Corp 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.
UMPQ overviewAll 13F holders of UMPQFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −13,307−100.0% | Sold out | Holders |
| Q4 2022 | 13,307 | $237.5K | <0.1% | +1,199+9.9% | Added | Holders |
| Q3 2022 | 12,108 | $207.0K | <0.1% | −546−4.3% | Reduced | Holders |
| Q2 2022 | 12,654 | $212.0K | <0.1% | +59+0.5% | Added | Holders |
| Q1 2022 | 12,595 | $238.0K | <0.1% | −256−2.0% | Reduced | Holders |
| Q4 2021 | 12,851 | $247.0K | <0.1% | +1,169+10.0% | Added | Holders |
| Q3 2021 | 11,682 | $237.0K | <0.1% | +11,682 | New | Holders |