Partnership Wealth Management, LLC
- SEC CIK
- 0002010656
- Latest filing
- Oct 5, 2026
UPBD holding history
Upbound Group, Inc. in every 13F filed by Partnership 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 Q3 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −200−100.0% | Sold out | Holders |
| Q3 2024 | 200 | $6.40K | <0.1% | −11,903−98.3% | Reduced | Holders |
| Q2 2024 | 12,103 | $371.6K | 0.3% | −6,738−35.8% | Reduced | Holders |
| Q1 2024 | 18,841 | $663.4K | 0.5% | −1,750−8.5% | Reduced | Holders |
| Q4 2023 | 20,591 | $683.6K | 0.5% | – | No prior filing | Holders |