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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
355
Value
$38.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026355$38.2K<0.1%00.0%UnchangedHolders
Q1 2026355$34.9K<0.1%00.0%UnchangedHolders
Q4 2025355$35.2K<0.1%00.0%UnchangedHolders
Q3 2025355$29.7K<0.1%−188−34.6%ReducedHolders
Q2 2025543$54.8K<0.1%−1,207−69.0%ReducedHolders
Q1 20251,750$192.5K<0.1%00.0%UnchangedHolders
Q4 20241,750$220.7K<0.1%−925−34.6%ReducedHolders
Q3 20242,675$364.7K0.1%−1,492−35.8%ReducedHolders
Q2 20244,167$570.2K0.1%−290−6.5%ReducedHolders
Q1 20244,457$662.4K0.1%+63+1.4%AddedHolders
Q4 20234,394$690.9K0.1%+5+0.1%AddedHolders
Q3 20234,389$684.1K0.1%+5+0.1%AddedHolders
Q2 20234,384$785.8K0.2%−205−4.5%ReducedHolders
Q1 20234,589$890.1K0.2%−150−3.2%ReducedHolders
Q4 20224,739$823.7K0.2%−352−6.9%ReducedHolders
Q3 20225,091$822.0K0.2%−155−3.0%ReducedHolders
Q2 20225,246$958.0K0.2%+528+11.2%AddedHolders
Q1 20224,718$1.01M0.2%+50+1.1%AddedHolders
Q4 20214,668$1.00M0.2%+300+6.9%AddedHolders
Q3 20214,368$795.0K0.2%−180−4.0%ReducedHolders
Q2 20214,548$946.0K0.2%−330−6.8%ReducedHolders
Q1 20214,878$829.0K0.2%––Holders

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