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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Jackson 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UPS by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−9,995−100.0%Sold outHolders
Q4 20239,995$1.57M0.2%−5,283−34.6%ReducedHolders
Q3 202315,278$2.38M0.3%+693+4.8%AddedHolders
Q2 202314,585$2.61M0.4%+389+2.7%AddedHolders
Q1 202314,196$2.75M2.1%+14,196NewHolders
Q2 20220$00.0%−18,316−100.0%Sold outHolders
Q1 202218,316$3.93M0.5%−553−2.9%ReducedHolders
Q4 202118,869$4.04M0.5%+149+0.8%AddedHolders
Q3 202118,720$38.0K0.5%+387+2.1%AddedHolders
Q2 202118,333$3.81M0.5%+1,156+6.7%AddedHolders
Q1 202117,177$2.92M0.4%––Holders

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