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Biltmore Wealth Management, LLC

SEC CIK
0001598102
Latest filing
Jul 21, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Biltmore 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 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2023
Holdings of UPS by Biltmore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−5,507−100.0%Sold outHolders
Q4 20245,507$694.4K0.3%+44+0.8%AddedHolders
Q3 20245,463$744.8K0.3%+1,732+46.4%AddedHolders
Q2 20243,731$510.5K0.2%−94−2.5%ReducedHolders
Q1 20243,825$601.5K0.3%00.0%UnchangedHolders
Q4 20233,825$601.5K0.3%+40+1.1%AddedHolders
Q3 20233,785$590.0K0.3%+36+1.0%AddedHolders
Q2 20233,749$672.1K0.3%+3,749NewHolders