Everett Harris & Co

SEC CIK: 0001009254
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Everett Harris & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 55,210
Value: $5.94M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Everett Harris & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,210	$5.94M	0.1%	−4,940−8.2%	Reduced	Holders
Q1 2026	60,150	$5.92M	0.1%	−6,086−9.2%	Reduced	Holders
Q4 2025	66,236	$6.57M	0.1%	−4,618−6.5%	Reduced	Holders
Q3 2025	70,854	$5.92M	0.1%	−4,011−5.4%	Reduced	Holders
Q2 2025	74,865	$7.56M	0.1%	−5,256−6.6%	Reduced	Holders
Q1 2025	80,121	$8.81M	0.1%	−15,317−16.0%	Reduced	Holders
Q4 2024	95,438	$12.0M	0.2%	−2,793−2.8%	Reduced	Holders
Q3 2024	98,231	$13.4M	0.2%	−1,391−1.4%	Reduced	Holders
Q2 2024	99,622	$13.6M	0.2%	−1,453−1.4%	Reduced	Holders
Q1 2024	101,075	$15.0M	0.2%	−2,832−2.7%	Reduced	Holders
Q4 2023	103,907	$16.3M	0.2%	−820−0.8%	Reduced	Holders
Q3 2023	104,727	$16.3M	0.3%	−1,627−1.5%	Reduced	Holders
Q2 2023	106,354	$19.1M	0.3%	+162+0.2%	Added	Holders
Q1 2023	106,192	$20.6M	0.3%	−205−0.2%	Reduced	Holders
Q4 2022	106,397	$18.5M	0.3%	−3,436−3.1%	Reduced	Holders
Q3 2022	109,833	$17.7M	0.3%	−1,500−1.3%	Reduced	Holders
Q2 2022	111,333	$20.3M	0.4%	−311−0.3%	Reduced	Holders
Q1 2022	111,644	$23.9M	0.3%	−203−0.2%	Reduced	Holders
Q4 2021	111,847	$24.0M	0.3%	−904−0.8%	Reduced	Holders
Q3 2021	112,751	$20.5M	0.3%	−806−0.7%	Reduced	Holders
Q2 2021	113,557	$23.6M	0.4%	−827−0.7%	Reduced	Holders
Q1 2021	114,384	$19.4M	0.3%	–	–	Holders

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