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Livermore
Livermore
ZHEN

Exeter Financial, LLC

SEC CIK
0001752045
Latest filing
Jul 16, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Exeter Financial, 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)
6,625
Value
$712.2K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UPS by Exeter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,625$712.2K0.3%00.0%UnchangedHolders
Q1 20266,625$651.8K0.3%00.0%UnchangedHolders
Q4 20256,625$657.1K0.3%−1,400−17.4%ReducedHolders
Q3 20258,025$670.3K0.3%−16,225−66.9%ReducedHolders
Q2 202524,250$2.45M1.1%+1,427+6.3%AddedHolders
Q1 202522,823$2.51M1.1%+2,060+9.9%AddedHolders
Q4 202420,763$2.62M1.2%+790+4.0%AddedHolders
Q3 202419,973$2.72M1.2%+2,093+11.7%AddedHolders
Q2 202417,880$2.45M1.2%+1,890+11.8%AddedHolders
Q1 202415,990$2.40M1.1%+790+5.2%AddedHolders
Q4 202315,200$2.43M1.2%+50+0.3%AddedHolders
Q3 202315,150$2.36M1.2%+77+0.5%AddedHolders
Q2 202315,073$2.79M1.4%+66+0.4%AddedHolders
Q1 202315,007$2.86M1.4%+34+0.2%AddedHolders
Q4 202214,973$2.60M1.4%+109+0.7%AddedHolders
Q3 202214,864$2.40M1.4%+327+2.2%AddedHolders
Q2 202214,537$2.65M1.5%+583+4.2%AddedHolders
Q1 202213,954$2.99M1.6%−1,376−9.0%ReducedHolders
Q4 202115,330$3.25M1.8%−225−1.4%ReducedHolders
Q3 202115,555$2.83M1.7%00.0%UnchangedHolders
Q2 202115,555$3.29M1.9%−1,615−9.4%ReducedHolders
Q1 202117,170$2.92M1.8%––Holders

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