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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Bogart 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)
807
Value
$86.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026807$86.7K<0.1%+49+6.5%AddedHolders
Q1 2026758$74.6K<0.1%+231+43.8%AddedHolders
Q4 2025527$52.3K<0.1%−118−18.3%ReducedHolders
Q3 2025645$53.9K<0.1%−140−17.8%ReducedHolders
Q2 2025785$79.2K<0.1%+386+96.7%AddedHolders
Q1 2025399$43.8K<0.1%−42−9.5%ReducedHolders
Q4 2024441$55.6K<0.1%−7−1.6%ReducedHolders
Q3 2024448$61.1K<0.1%−25,272−98.3%ReducedHolders
Q2 202425,720$3.52M0.2%−9,321−26.6%ReducedHolders
Q1 202435,041$5.21M0.3%+3,235+10.2%AddedHolders
Q4 202331,806$5.00M0.3%−183−0.6%ReducedHolders
Q3 202331,989$4.99M0.3%+4,087+14.6%AddedHolders
Q2 202327,902$5.00M0.3%+1,253+4.7%AddedHolders
Q1 202326,649$5.17M0.3%+3,072+13.0%AddedHolders
Q4 202223,577$4.10M0.3%+10,920+86.3%AddedHolders
Q3 202212,657$2.04M0.2%+12,450+6,014.5%AddedHolders
Q2 2022207$38.0K<0.1%+30+16.9%AddedHolders
Q1 2022177$38.0K<0.1%00.0%UnchangedHolders
Q4 2021177$38.0K<0.1%00.0%UnchangedHolders
Q3 2021177$32.0K<0.1%+43+32.1%AddedHolders
Q2 2021134$28.0K<0.1%00.0%UnchangedHolders
Q1 2021134$23.0K<0.1%––Holders

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