Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Beacon Pointe 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): 217,631
Value: $23.4M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	217,631	$23.4M	0.1%	+29,923+15.9%	Added	Holders
Q1 2026	187,708	$18.5M	0.1%	+49,602+35.9%	Added	Holders
Q4 2025	138,106	$13.7M	0.1%	−47,949−25.8%	Reduced	Holders
Q3 2025	186,055	$15.5M	0.1%	+104,410+127.9%	Added	Holders
Q2 2025	81,645	$8.24M	0.1%	+5,878+7.8%	Added	Holders
Q1 2025	75,767	$8.33M	0.1%	+33,968+81.3%	Added	Holders
Q4 2024	41,799	$5.27M	0.1%	−18,539−30.7%	Reduced	Holders
Q3 2024	60,338	$8.23M	0.1%	−7,297−10.8%	Reduced	Holders
Q2 2024	67,635	$9.26M	0.1%	−4,523−6.3%	Reduced	Holders
Q1 2024	72,158	$10.7M	0.1%	+21,929+43.7%	Added	Holders
Q4 2023	50,229	$7.90M	0.1%	−17,677−26.0%	Reduced	Holders
Q3 2023	67,906	$10.6M	0.1%	+28,930+74.2%	Added	Holders
Q2 2023	38,976	$6.99M	0.1%	+844+2.2%	Added	Holders
Q1 2023	38,132	$7.40M	0.1%	−6,577−14.7%	Reduced	Holders
Q4 2022	44,709	$7.77M	0.2%	−6,320−12.4%	Reduced	Holders
Q3 2022	51,029	$8.24M	0.2%	+1,385+2.8%	Added	Holders
Q2 2022	49,644	$9.06M	0.2%	−14,510−22.6%	Reduced	Holders
Q1 2022	64,154	$13.8M	0.2%	+38,600+151.1%	Added	Holders
Q4 2021	25,554	$5.48M	0.1%	−7,616−23.0%	Reduced	Holders
Q3 2021	33,170	$6.04M	0.1%	+2,715+8.9%	Added	Holders
Q2 2021	30,455	$6.33M	0.2%	+13,621+80.9%	Added	Holders
Q1 2021	16,834	$2.86M	0.2%	–	–	Holders

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