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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

UPBD holding history

Upbound Group, Inc. in every 13F filed by Secure Asset Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2022
Holdings of UPBD by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−56,832−100.0%Sold outHolders
Q4 202456,832$1.66M0.3%+6,456+12.8%AddedHolders
Q3 202450,376$1.61M0.3%+9,264+22.5%AddedHolders
Q2 202441,112$1.26M0.2%+1,821+4.6%AddedHolders
Q1 202439,291$1.38M0.3%+1,589+4.2%AddedHolders
Q4 202337,702$1.28M0.3%+457+1.2%AddedHolders
Q3 202337,245$1.10M0.3%−28,008−42.9%ReducedHolders
Q2 202365,253$2.03M0.6%+2,174+3.4%AddedHolders
Q1 202363,079$1.55M0.5%−2,729−4.1%ReducedHolders
Q4 202265,808$1.48M0.5%+46,146+234.7%AddedHolders
Q3 202219,662$344.0K0.2%+4,102+26.4%AddedHolders
Q2 202215,560$303.0K0.2%+15,560NewHolders