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Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Wharton Business Group, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of UPS by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,695−100.0%Sold outHolders
Q3 20242,695$367.0K<0.1%−150−5.3%ReducedHolders
Q2 20242,845$389.0K<0.1%−9,078−76.1%ReducedHolders
Q1 202411,923$1.77M0.1%+295+2.5%AddedHolders
Q4 202311,628$1.83M0.1%−21,765−65.2%ReducedHolders
Q3 202333,393$5.21M0.3%+17,925+115.9%AddedHolders
Q2 202315,468$2.77M0.2%−1,345−8.0%ReducedHolders
Q1 202316,813$3.26M0.2%00.0%UnchangedHolders
Q4 202216,813$2.92M0.2%+25+0.1%AddedHolders
Q3 202216,788$2.71M0.2%+355+2.2%AddedHolders
Q2 202216,433$3.00M0.2%+7,745+89.1%AddedHolders
Q1 20228,688$1.86M0.1%+610+7.6%AddedHolders
Q4 20218,078$1.73M0.1%+8,078NewHolders
Q3 20210$00.0%−2,573−100.0%Sold outHolders
Q2 20212,573$535.0K<0.1%+1,170+83.4%AddedHolders
Q1 20211,403$238.0K<0.1%––Holders

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