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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by BIP Wealth, 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)
17,030
Value
$1.83M
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of UPS by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,030$1.83M0.1%+148+0.9%AddedHolders
Q1 202616,882$1.66M0.1%−434−2.5%ReducedHolders
Q4 202517,316$1.72M0.1%+14,264+467.4%AddedHolders
Q3 20253,052$254.9K<0.1%+268+9.6%AddedHolders
Q2 20252,784$281.0K<0.1%00.0%UnchangedHolders
Q1 20252,784$306.2K<0.1%−116−4.0%ReducedHolders
Q4 20242,900$365.7K<0.1%+2,900NewHolders