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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Liberty 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 overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
20,932
Value
$2.16M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of UPS by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,932$2.16M0.3%00.0%UnchangedHolders
Q1 202620,932$2.16M0.3%+18,367+716.1%AddedHolders
Q4 20252,565$254.4K<0.1%+3+0.1%AddedHolders
Q3 20252,562$214.0K<0.1%−95−3.6%ReducedHolders
Q2 20252,657$268.2K<0.1%−4−0.2%ReducedHolders
Q1 20252,661$292.6K0.1%−469−15.0%ReducedHolders
Q4 20243,130$394.7K0.1%−48−1.5%ReducedHolders
Q3 20243,178$433.0K0.1%−1,166−26.8%ReducedHolders
Q2 20244,344$464.0K0.1%+810+22.9%AddedHolders
Q1 20243,534$525.0K0.1%−209−5.6%ReducedHolders
Q4 20233,743$612.0K0.1%−110−2.9%ReducedHolders
Q3 20233,853$600.0K0.1%−47−1.2%ReducedHolders
Q2 20233,900$699.1K0.2%−195−4.8%ReducedHolders
Q1 20234,095$794.5K0.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20224,183$675.0K0.2%+182+4.5%AddedHolders
Q2 20224,001$730.0K0.3%+122+3.1%AddedHolders
Q1 20223,879$832.0K0.3%––Holders
Q4 2021–$851.0K0.3%––Holders
Q3 20214,534$845.0K0.3%+715+18.7%AddedHolders
Q2 20213,819$794.0K0.3%+1,253+48.8%AddedHolders
Q1 20212,566$401.0K0.2%––Holders

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