Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Arkadios Wealth Advisors, 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 2026 holdings

Shares (Q2 2026): 47,755
Value: $5.13M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,755	$5.13M	0.1%	+1,912+4.2%	Added	Holders
Q1 2026	45,843	$4.51M	0.1%	+15,179+49.5%	Added	Holders
Q4 2025	30,664	$3.04M	0.1%	−1,966−6.0%	Reduced	Holders
Q3 2025	32,630	$2.73M	0.1%	+3,517+12.1%	Added	Holders
Q2 2025	29,113	$2.94M	0.1%	+1,421+5.1%	Added	Holders
Q1 2025	27,692	$3.05M	0.1%	+10,219+58.5%	Added	Holders
Q4 2024	17,473	$2.20M	0.1%	−4,895−21.9%	Reduced	Holders
Q3 2024	22,368	$3.05M	0.2%	−2,774−11.0%	Reduced	Holders
Q2 2024	25,142	$3.44M	0.2%	+5,947+31.0%	Added	Holders
Q1 2024	19,195	$2.85M	0.2%	+349+1.9%	Added	Holders
Q4 2023	18,846	$2.96M	0.3%	−7,297−27.9%	Reduced	Holders
Q3 2023	26,143	$4.07M	0.4%	+4,172+19.0%	Added	Holders
Q2 2023	21,971	$3.94M	0.5%	−35−0.2%	Reduced	Holders
Q1 2023	22,006	$4.27M	0.5%	+192+0.9%	Added	Holders
Q4 2022	21,814	$3.79M	0.5%	−302−1.4%	Reduced	Holders
Q3 2022	22,116	$3.57M	0.5%	+479+2.2%	Added	Holders
Q2 2022	21,637	$3.95M	0.6%	−4,763−18.0%	Reduced	Holders
Q1 2022	26,400	$5.66M	0.7%	−337−1.3%	Reduced	Holders
Q4 2021	26,737	$5.73M	0.8%	−306−1.1%	Reduced	Holders
Q3 2021	27,043	$4.92M	0.7%	−1,891−6.5%	Reduced	Holders
Q2 2021	28,934	$6.02M	0.7%	+20,445+240.8%	Added	Holders
Q1 2021	8,489	$1.44M	0.2%	–	–	Holders

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