Mutual Advisors, LLC

SEC CIK: 0001694080
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Mutual 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): 83,234
Value: $8.95M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Mutual Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,234	$8.95M	0.2%	+3,182+4.0%	Added	Holders
Q1 2026	80,052	$7.88M	0.2%	−9,049−10.2%	Reduced	Holders
Q4 2025	89,101	$8.84M	0.2%	−18,014−16.8%	Reduced	Holders
Q3 2025	107,115	$9.32M	0.2%	+36,761+52.3%	Added	Holders
Q2 2025	70,354	$7.29M	0.2%	+11,315+19.2%	Added	Holders
Q1 2025	59,039	$5.78M	0.2%	+21,584+57.6%	Added	Holders
Q4 2024	37,455	$4.87M	0.1%	+8,590+29.8%	Added	Holders
Q3 2024	28,865	$3.99M	0.1%	+7,524+35.3%	Added	Holders
Q2 2024	21,341	$2.74M	0.1%	+6,914+47.9%	Added	Holders
Q1 2024	14,427	$2.14M	0.1%	+1,972+15.8%	Added	Holders
Q4 2023	12,455	$1.96M	0.1%	+1,141+10.1%	Added	Holders
Q3 2023	11,314	$1.76M	0.1%	−1,454−11.4%	Reduced	Holders
Q2 2023	12,768	$2.29M	0.1%	+1,279+11.1%	Added	Holders
Q1 2023	11,489	$2.23M	0.1%	+226+2.0%	Added	Holders
Q4 2022	11,263	$1.96M	0.1%	+752+7.2%	Added	Holders
Q3 2022	10,511	$1.70M	0.1%	+1,230+13.3%	Added	Holders
Q2 2022	9,281	$1.69M	0.1%	+19+0.2%	Added	Holders
Q1 2022	9,262	$1.99M	0.1%	+186+2.0%	Added	Holders
Q4 2021	9,076	$1.95M	0.1%	+883+10.8%	Added	Holders
Q3 2021	8,193	$1.49M	0.1%	−489−5.6%	Reduced	Holders
Q2 2021	8,682	$1.81M	0.1%	−406−4.5%	Reduced	Holders
Q1 2021	9,088	$1.54M	0.1%	–	–	Holders

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