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Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Trinity Financial 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of UPS by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,377−100.0%Sold outHolders
Q1 20241,377$204.7K0.1%−68−4.7%ReducedHolders
Q4 20231,445$227.2K0.1%−62−4.1%ReducedHolders
Q3 20231,507$234.9K0.1%−1,684−52.8%ReducedHolders
Q2 20233,191$572.0K0.3%−365−10.3%ReducedHolders
Q1 20233,556$689.9K0.4%−524−12.8%ReducedHolders
Q4 20224,080$709.2K0.5%−129−3.1%ReducedHolders
Q3 20224,209$680.0K0.5%+4,209NewHolders
Q2 20220$00.0%−1,300−100.0%Sold outHolders
Q1 20221,300$279.0K0.2%00.0%UnchangedHolders
Q4 20211,300$279.0K0.2%00.0%UnchangedHolders
Q3 20211,300$237.0K0.2%00.0%UnchangedHolders
Q2 20211,300$270.0K0.2%00.0%UnchangedHolders
Q1 20211,300$221.0K0.2%––Holders

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