Emerson Wealth Management, LLC

SEC CIK: 0001766671
Latest filing: Aug 3, 2022

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Emerson Wealth Management, 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 2022 holdings

Shares (Q2 2022): 19
Value: $3.00K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2021

Holdings of UPS by Emerson Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	19	$3.00K	<0.1%	+5+35.7%	Added	Holders
Q1 2022	14	$3.00K	<0.1%	+4+40.0%	Added	Holders
Q4 2021	10	$2.00K	<0.1%	+5+100.0%	Added	Holders
Q3 2021	5	$1.00K	<0.1%	+5	New	Holders