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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

UP holding history

Wheels Up Experience Inc. in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UP overviewAll 13F holders of UPFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of UP by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,302−100.0%Sold outConverted for a 1-for-10 splitHolders
Q1 202323,019$14.6K<0.1%+23,019NewHolders
Q4 20220$00.0%−23,019−100.0%Sold outHolders
Q3 202223,019$26.0K<0.1%00.0%UnchangedHolders
Q2 202223,019$45.0K<0.1%+23,019NewHolders
Q1 20220$00.0%−23,019−100.0%Sold outHolders
Q4 202123,019$106.0K<0.1%00.0%UnchangedHolders
Q3 202123,019$151.0K<0.1%+23,019NewHolders