Naples Global Advisors, LLC

SEC CIK: 0001582151
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Naples Global Advisors, LLC, 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): 41,797
Value: $4.49M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Naples Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,797	$4.49M	0.3%	+4,029+10.7%	Added	Holders
Q1 2026	37,768	$3.72M	0.3%	−536−1.4%	Reduced	Holders
Q4 2025	38,304	$3.80M	0.3%	−3,803−9.0%	Reduced	Holders
Q3 2025	42,107	$3.52M	0.3%	−5,061−10.7%	Reduced	Holders
Q2 2025	47,168	$4.76M	0.4%	−2,724−5.5%	Reduced	Holders
Q1 2025	49,892	$5.49M	0.5%	+2,094+4.4%	Added	Holders
Q4 2024	47,798	$6.03M	0.6%	+1,227+2.6%	Added	Holders
Q3 2024	46,571	$6.35M	0.6%	+1,507+3.3%	Added	Holders
Q2 2024	45,064	$6.17M	0.6%	+1,655+3.8%	Added	Holders
Q1 2024	43,409	$6.45M	0.7%	+611+1.4%	Added	Holders
Q4 2023	42,798	$6.73M	0.7%	+4,479+11.7%	Added	Holders
Q3 2023	38,319	$5.97M	0.7%	+904+2.4%	Added	Holders
Q2 2023	37,415	$6.71M	0.8%	+236+0.6%	Added	Holders
Q1 2023	37,179	$7.21M	0.9%	−93−0.2%	Reduced	Holders
Q4 2022	37,272	$6.48M	0.8%	+701+1.9%	Added	Holders
Q3 2022	36,571	$5.91M	0.8%	+1,280+3.6%	Added	Holders
Q2 2022	35,291	$6.44M	0.8%	+3,137+9.8%	Added	Holders
Q1 2022	32,154	$6.90M	0.8%	+409+1.3%	Added	Holders
Q4 2021	31,745	$6.80M	0.8%	+414+1.3%	Added	Holders
Q3 2021	31,331	$5.71M	0.7%	+1,276+4.2%	Added	Holders
Q2 2021	30,055	$6.25M	0.9%	+313+1.1%	Added	Holders
Q1 2021	29,742	$5.06M	0.8%	–	–	Holders

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