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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Secure Asset 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of UPS by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,196−100.0%Sold outHolders
Q4 20232,196$345.2K0.1%+24+1.1%AddedHolders
Q3 20232,172$338.6K0.1%+471+27.7%AddedHolders
Q2 20231,701$304.9K0.1%−109−6.0%ReducedHolders
Q1 20231,810$351.2K0.1%+12+0.7%AddedHolders
Q4 20221,798$312.5K0.1%−549−23.4%ReducedHolders
Q3 20222,347$379.0K0.2%−146−5.9%ReducedHolders
Q2 20222,493$455.0K0.3%−152−5.7%ReducedHolders
Q1 20222,645$567.0K0.3%−898−25.3%ReducedHolders
Q4 20213,543$759.0K0.3%+501+16.5%AddedHolders
Q3 20213,042$554.0K0.3%+857+39.2%AddedHolders
Q2 20212,185$454.0K0.2%−81−3.6%ReducedHolders
Q1 20212,266$385.0K0.2%––Holders

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