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CoreCap Advisors, LLC

SEC CIK
0001902501
Latest filing
Jul 6, 2026

UPBD holding history

Upbound Group, Inc. in every 13F filed by CoreCap 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)
17,404
Value
$369.3K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of UPBD by CoreCap Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,404$369.3K<0.1%−2,899−14.3%ReducedHolders
Q1 202620,303$366.5K<0.1%−3,182−13.5%ReducedHolders
Q4 202523,485$412.4K<0.1%−4,569−16.3%ReducedHolders
Q3 202528,054$662.9K<0.1%−623−2.2%ReducedHolders
Q2 202528,677$719.8K<0.1%+2,792+10.8%AddedHolders
Q1 202525,885$620.2K<0.1%+1,693+7.0%AddedHolders
Q4 202424,192$705.7K<0.1%+2,697+12.5%AddedHolders
Q3 202421,495$687.6K<0.1%+1,758+8.9%AddedHolders
Q2 202419,737$605.9K0.1%+15+0.1%AddedHolders
Q1 202419,722$694.4K<0.1%+1,157+6.2%AddedHolders
Q4 202318,565$630.7K<0.1%+2,038+12.3%AddedHolders
Q3 202316,527$486.7K<0.1%+853+5.4%AddedHolders
Q2 202315,674$487.9K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202214,233$321.0K<0.1%+1,863+15.1%AddedHolders
Q3 202212,370$217.0K<0.1%−625−4.8%ReducedHolders
Q2 202212,995$253.0K<0.1%+2,220+20.6%AddedHolders
Q1 202210,775$271.0K<0.1%+365+3.5%AddedHolders
Q4 202110,410$500.0K<0.1%–No prior filingHolders