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Livermore
Livermore
ZHEN

Detalus Advisors, LLC

SEC CIK
0001799677
Latest filing
Jul 27, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Detalus Advisors, 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)
4,887
Value
$525.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Detalus Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,887$525.3K0.1%−4,154−45.9%ReducedHolders
Q1 20269,041$889.4K0.2%+1,063+13.3%AddedHolders
Q4 20257,978$791.4K0.2%+101+1.3%AddedHolders
Q3 20257,877$657.9K0.2%+5,833+285.4%AddedHolders
Q2 20252,044$206.3K0.1%00.0%UnchangedHolders
Q1 20252,044$224.8K0.1%00.0%UnchangedHolders
Q4 20242,044$257.7K0.1%−106−4.9%ReducedHolders
Q3 20242,150$293.1K0.1%00.0%UnchangedHolders
Q2 20242,150$294.2K0.1%+161+8.1%AddedHolders
Q1 20241,989$295.6K0.1%−70−3.4%ReducedHolders
Q4 20232,059$323.7K0.1%−29−1.4%ReducedHolders
Q3 20232,088$325.4K0.2%−80−3.7%ReducedHolders
Q2 20232,168$388.6K0.2%+57+2.7%AddedHolders
Q1 20232,111$409.5K0.2%00.0%UnchangedHolders
Q4 20222,111$366.9K0.2%−500−19.1%ReducedHolders
Q3 20222,611$422.0K0.3%−150−5.4%ReducedHolders
Q2 20222,761$504.0K0.3%00.0%UnchangedHolders
Q1 20222,761$592.0K0.3%−100−3.5%ReducedHolders
Q4 20212,861$613.0K0.3%−200−6.5%ReducedHolders
Q3 20213,061$557.0K0.3%+300+10.9%AddedHolders
Q2 20212,761$574.0K0.3%−2,045−42.6%ReducedHolders
Q1 20214,806$817.0K0.5%––Holders

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