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Pathway Financial Advisors LLC

SEC CIK
0001738828
Latest filing
Jul 6, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Pathway Financial Advisors 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UPS by Pathway Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,863−100.0%Sold outHolders
Q4 20252,863$301.2K<0.1%+18+0.6%AddedHolders
Q3 20252,845$237.6K<0.1%+45+1.6%AddedHolders
Q2 20252,800$282.6K<0.1%−760−21.3%ReducedHolders
Q1 20253,560$391.6K0.1%00.0%UnchangedHolders
Q4 20243,560$448.9K0.1%−14−0.4%ReducedHolders
Q3 20243,574$487.3K0.1%+14+0.4%AddedHolders
Q2 20243,560$487.2K0.1%−31−0.9%ReducedHolders
Q1 20243,591$533.7K0.1%+31+0.9%AddedHolders
Q4 20233,560$559.7K0.2%00.0%UnchangedHolders
Q3 20233,560$554.9K0.2%00.0%UnchangedHolders
Q2 20233,560$638.1K0.2%00.0%UnchangedHolders
Q1 20233,560$690.6K0.2%00.0%UnchangedHolders
Q4 20223,560$618.9K0.2%−7,246−67.1%ReducedHolders
Q3 202210,806$1.75M0.6%00.0%UnchangedHolders
Q2 202210,806$1.97M0.8%+9,626+815.8%AddedHolders
Q1 20221,180$253.0K0.1%00.0%UnchangedHolders
Q4 20211,180$239.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20211,339$286.0K0.1%––Holders

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