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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by HighMark 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)
181
Value
$19.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026181$19.5K<0.1%+60+49.6%AddedHolders
Q1 2026121$11.9K<0.1%−18−12.9%ReducedHolders
Q4 2025139$13.8K<0.1%00.0%UnchangedHolders
Q3 2025139$11.6K<0.1%+40+40.4%AddedHolders
Q2 202599$10.0K<0.1%−5−4.8%ReducedHolders
Q1 2025104$11.5K<0.1%+28+36.8%AddedHolders
Q4 202476$9.62K<0.1%+22+40.7%AddedHolders
Q3 202454$7.39K<0.1%00.0%UnchangedHolders
Q2 202454$7.39K<0.1%00.0%UnchangedHolders
Q1 202454$8.01K<0.1%00.0%UnchangedHolders
Q4 202354$8.45K<0.1%−83−60.6%ReducedHolders
Q3 2023137$21.3K<0.1%+84+158.5%AddedHolders
Q2 202353$9.57K<0.1%00.0%UnchangedHolders
Q1 202353$10.3K<0.1%00.0%UnchangedHolders
Q4 202253$9.21K<0.1%+12+29.3%AddedHolders
Q3 202241$7.00K<0.1%00.0%UnchangedHolders
Q2 202241$7.00K<0.1%00.0%UnchangedHolders
Q1 202241$9.00K<0.1%00.0%UnchangedHolders
Q4 202141$9.00K<0.1%00.0%UnchangedHolders
Q3 202141$7.00K<0.1%00.0%UnchangedHolders
Q2 202141$8.00K<0.1%+1+2.5%AddedHolders
Q1 202140$7.00K<0.1%––Holders

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