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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

UPBD holding history

Upbound Group, 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.

UPBD overviewAll 13F holders of UPBDFull Q2 2026 holdings

Shares (Q2 2026)
32,830
Value
$696.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPBD by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,830$696.7K<0.1%+3,097+10.4%AddedHolders
Q1 202629,733$536.7K<0.1%+2,639+9.7%AddedHolders
Q4 202527,094$475.8K<0.1%+7,376+37.4%AddedHolders
Q3 202519,718$465.9K<0.1%+3,857+24.3%AddedHolders
Q2 202515,861$398.1K<0.1%+1,523+10.6%AddedHolders
Q1 202514,338$343.5K<0.1%+540+3.9%AddedHolders
Q4 202413,798$402.5K<0.1%+818+6.3%AddedHolders
Q3 202412,980$415.2K<0.1%+1,466+12.7%AddedHolders
Q2 202411,514$353.5K<0.1%+1,399+13.8%AddedHolders
Q1 202410,115$356.1K<0.1%−1,208−10.7%ReducedHolders
Q4 202311,323$384.6K<0.1%+849+8.1%AddedHolders
Q3 202310,474$308.4K<0.1%+307+3.0%AddedHolders
Q2 202310,167$316.5K<0.1%−1,131−10.0%ReducedHolders
Q1 202311,298$276.9K<0.1%+623+5.8%AddedHolders
Q4 202210,675$240.7K<0.1%−1,279−10.7%ReducedHolders
Q3 202211,954$209.0K<0.1%+1,001+9.1%AddedHolders
Q2 202210,953$213.0K<0.1%−13,998−56.1%ReducedHolders
Q1 202224,951$629.0K0.1%+5,840+30.6%AddedHolders
Q4 202119,111$918.0K0.1%−3,628−16.0%ReducedHolders
Q3 202122,739$1.28M0.2%−223−1.0%ReducedHolders
Q2 202122,962$1.22M0.2%+3,319+16.9%AddedHolders
Q1 202119,643$1.13M0.2%––Holders

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