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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Avion Wealth, 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)
518
Value
$55.0K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of UPS by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026518$55.0K<0.1%+49+10.4%AddedHolders
Q1 2026469$46.0K<0.1%00.0%UnchangedHolders
Q4 2025469$46.0K<0.1%+35+8.1%AddedHolders
Q3 2025434$36.0K<0.1%+321+284.1%AddedHolders
Q2 2025113$11.0K<0.1%−338−74.9%ReducedHolders
Q1 2025451$56.0K<0.1%00.0%UnchangedHolders
Q4 2024451$56.0K<0.1%+415+1,152.8%AddedHolders
Q3 202436$4.00K<0.1%+12+50.0%AddedHolders
Q2 202424$3.00K<0.1%−163−87.2%ReducedHolders
Q1 2024187$28.0K<0.1%+119+175.0%AddedHolders
Q4 202368$11.0K<0.1%+24+54.5%AddedHolders
Q3 202344$5.00K<0.1%+20+83.3%AddedHolders
Q2 202324$4.00K<0.1%+17+242.9%AddedHolders
Q1 20237$1.00K<0.1%00.0%UnchangedHolders
Q4 20227$1.00K<0.1%00.0%UnchangedHolders
Q3 20227$1.00K<0.1%00.0%UnchangedHolders
Q2 20227$1.00K<0.1%+7NewHolders