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Livermore
Livermore
ZHEN

N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by N.E.W. Advisory Services 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)
11,307
Value
$1.22M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,307$1.22M0.1%−1,624−12.6%ReducedHolders
Q1 202612,931$1.27M0.1%+573+4.6%AddedHolders
Q4 202512,358$1.23M0.1%+3,254+35.7%AddedHolders
Q3 20259,104$760.5K0.1%+1,402+18.2%AddedHolders
Q2 20257,702$777.5K0.1%+2,958+62.4%AddedHolders
Q1 20254,744$521.8K<0.1%+405+9.3%AddedHolders
Q4 20244,339$547.1K0.1%+376+9.5%AddedHolders
Q3 20243,963$540.3K0.1%+1,593+67.2%AddedHolders
Q2 20242,370$324.4K<0.1%+332+16.3%AddedHolders
Q1 20242,038$302.9K<0.1%+53+2.7%AddedHolders
Q4 20231,985$312.0K<0.1%−57−2.8%ReducedHolders
Q3 20232,042$318.4K<0.1%+163+8.7%AddedHolders
Q2 20231,879$336.7K<0.1%+5+0.3%AddedHolders
Q1 20231,874$363.5K0.1%+20+1.1%AddedHolders
Q4 20221,854$322.3K0.1%−371−16.7%ReducedHolders
Q3 20222,225$359.0K0.1%−269−10.8%ReducedHolders
Q2 20222,494$455.0K0.1%−52−2.0%ReducedHolders
Q1 20222,546$433.0K0.1%−90−3.4%ReducedHolders
Q4 20212,636$565.0K0.1%+32+1.2%AddedHolders
Q3 20212,604$474.0K0.1%+55+2.2%AddedHolders
Q2 20212,549$527.0K0.1%+3+0.1%AddedHolders
Q1 20212,546$437.0K0.1%––Holders

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