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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

UPWK holding history

Upwork, 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.

UPWK overviewAll 13F holders of UPWKFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UPWK by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−61,758−100.0%Sold outHolders
Q4 202561,758$1.22M0.1%+7,461+13.7%AddedHolders
Q3 202554,297$1.01M0.1%−8,751−13.9%ReducedHolders
Q2 202563,048$847.4K0.1%+5,592+9.7%AddedHolders
Q1 202557,456$749.8K0.1%+57,456NewHolders
Q2 20220$00.0%−14,265−100.0%Sold outHolders
Q1 202214,265$332.0K<0.1%+2,420+20.4%AddedHolders
Q4 202111,845$405.0K<0.1%−9,159−43.6%ReducedHolders
Q3 202121,004$946.0K0.1%−536−2.5%ReducedHolders
Q2 202121,540$1.26M0.2%+3,186+17.4%AddedHolders
Q1 202118,354$822.0K0.1%––Holders

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