Source Financial Advisors LLC

SEC CIK: 0001830954
Latest filing: Nov 1, 2024

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Source 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 overview All 13F holders of UPS Full Q3 2024 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of UPS by Source Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−2,803−100.0%	Sold out	Holders
Q1 2021	2,803	$476.0K	0.1%	–	–	Holders

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