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Prentice Wealth Management LLC

SEC CIK
0001864229
Latest filing
Jul 15, 2026

UPBD holding history

Upbound Group, Inc. in every 13F filed by Prentice Wealth 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
12
Since Q1 2021
Holdings of UPBD by Prentice Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,922−100.0%Sold outHolders
Q4 20246,922$201.9K0.1%−62−0.9%ReducedHolders
Q3 20246,984$223.4K0.1%−199−2.8%ReducedHolders
Q2 20247,183$220.5K0.1%−61−0.8%ReducedHolders
Q1 20247,244$255.1K0.1%+97+1.4%AddedHolders
Q4 20237,147$242.8K0.1%+192+2.8%AddedHolders
Q3 20236,955$204.8K0.1%−24−0.3%ReducedHolders
Q2 20236,979$217.3K0.1%+6,979NewHolders
Q3 20220$00.0%−6,569−100.0%Sold outHolders
Q2 20226,569$128.0K0.1%+6,569NewHolders
Q1 20220$00.0%−5,749−100.0%Sold outHolders
Q4 20215,749$276.0K0.1%−86−1.5%ReducedHolders
Q3 20215,835$328.0K0.2%−70−1.2%ReducedHolders
Q2 20215,905$313.0K0.2%+269+4.8%AddedHolders
Q1 20215,636$325.0K0.2%––Holders

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