Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

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UPS holding history

United Parcel Service Inc in every 13F filed by Arete Wealth 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): 13,509
Value: $1.45M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,509	$1.45M	0.1%	−3,489−20.5%	Reduced	Holders
Q1 2026	16,998	$1.67M	0.1%	−1,000−5.6%	Reduced	Holders
Q4 2025	17,998	$1.79M	0.1%	+3,313+22.6%	Added	Holders
Q3 2025	14,685	$1.23M	0.1%	−1,001−6.4%	Reduced	Holders
Q2 2025	15,686	$1.58M	0.1%	−5,946−27.5%	Reduced	Holders
Q1 2025	21,632	$2.38M	0.2%	+6,128+39.5%	Added	Holders
Q4 2024	15,504	$1.95M	0.1%	−3,564−18.7%	Reduced	Holders
Q3 2024	19,068	$2.59M	0.2%	+7,786+69.0%	Added	Holders
Q2 2024	11,282	$1.54M	0.1%	−4,850−30.1%	Reduced	Holders
Q1 2024	16,132	$2.40M	0.2%	+537+3.4%	Added	Holders
Q4 2023	15,595	$2.45M	0.2%	−2,646−14.5%	Reduced	Holders
Q3 2023	18,241	$2.84M	0.5%	+2,660+17.1%	Added	Holders
Q2 2023	15,581	$2.79M	0.3%	−579−3.6%	Reduced	Holders
Q1 2023	16,160	$3.13M	0.3%	+1,781+12.4%	Added	Holders
Q4 2022	14,379	$2.50M	0.2%	+2,675+22.9%	Added	Holders
Q3 2022	11,704	$1.89M	0.2%	−25,271−68.3%	Reduced	Holders
Q2 2022	36,975	$15.0K	<0.1%	+34,298+1,281.2%	Added	Holders
Q1 2022	2,677	$574.0K	<0.1%	−97−3.5%	Reduced	Holders
Q4 2021	2,774	$598.0K	0.1%	+205+8.0%	Added	Holders
Q3 2021	2,569	$467.0K	0.1%	−103−3.9%	Reduced	Holders
Q2 2021	2,672	$483.0K	0.1%	−155−5.5%	Reduced	Holders
Q1 2021	2,827	$483.0K	0.1%	–	–	Holders

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