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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Jeppson 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)
4,274
Value
$459.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,274$459.5K0.1%+1,147+36.7%AddedHolders
Q1 20263,127$307.6K0.1%−16−0.5%ReducedHolders
Q4 20253,143$311.8K0.1%−50−1.6%ReducedHolders
Q3 20253,193$266.7K0.1%+320+11.1%AddedHolders
Q2 20252,873$290.0K0.1%−1,070−27.1%ReducedHolders
Q1 20253,943$433.7K0.2%+1,175+42.4%AddedHolders
Q4 20242,768$349.0K0.1%−40−1.4%ReducedHolders
Q3 20242,808$382.8K0.1%+195+7.5%AddedHolders
Q2 20242,613$357.6K0.1%−148−5.4%ReducedHolders
Q1 20242,761$410.4K0.2%−229−7.7%ReducedHolders
Q4 20232,990$470.1K0.2%−762−20.3%ReducedHolders
Q3 20233,752$584.8K0.3%−629−14.4%ReducedHolders
Q2 20234,381$785.3K0.3%+602+15.9%AddedHolders
Q1 20233,779$733.1K0.3%00.0%UnchangedHolders
Q4 20223,779$656.9K0.3%−224−5.6%ReducedHolders
Q3 20224,003$647.0K0.3%+103+2.6%AddedHolders
Q2 20223,900$712.0K0.3%+904+30.2%AddedHolders
Q1 20222,996$642.0K0.3%−91−2.9%ReducedHolders
Q4 20213,087$662.0K0.3%00.0%UnchangedHolders
Q3 20213,087$562.0K0.3%+110+3.7%AddedHolders
Q2 20212,977$619.0K0.3%−10−0.3%ReducedHolders
Q1 20212,987$507.0K0.3%––Holders

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