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Livermore
Livermore
ZHEN

Choice Wealth Advisors, LLC

SEC CIK
0001842357
Latest filing
Jul 9, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Choice Wealth 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 2026)
2,715
Value
$291.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UPS by Choice Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,715$291.8K0.1%−268−9.0%ReducedHolders
Q1 20262,983$293.5K0.1%+31+1.1%AddedHolders
Q4 20252,952$292.8K0.1%+35+1.2%AddedHolders
Q3 20252,917$243.6K0.1%+39+1.4%AddedHolders
Q2 20252,878$290.5K0.1%+34+1.2%AddedHolders
Q1 20252,844$312.8K0.2%+27+1.0%AddedHolders
Q4 20242,817$355.3K0.2%+24+0.9%AddedHolders
Q3 20242,793$380.8K0.2%−56−2.0%ReducedHolders
Q2 20242,849$389.9K0.2%+23+0.8%AddedHolders
Q1 20242,826$420.1K0.3%+20+0.7%AddedHolders
Q4 20232,806$441.3K0.3%+19+0.7%AddedHolders
Q3 20232,787$434.4K0.3%+17+0.6%AddedHolders
Q2 20232,770$496.5K0.3%−279−9.2%ReducedHolders
Q1 20233,049$591.6K0.4%+15+0.5%AddedHolders
Q4 20223,034$527.4K0.4%+15+0.5%AddedHolders
Q3 20223,019$488.0K0.4%+3,019NewHolders
Q2 20220$00.0%−2,391−100.0%Sold outHolders
Q1 20222,391$465.0K0.4%−492−17.1%ReducedHolders
Q4 20212,883$618.0K0.5%−22−0.8%ReducedHolders
Q3 20212,905$529.0K0.5%+9+0.3%AddedHolders
Q2 20212,896$602.0K0.4%+8+0.3%AddedHolders
Q1 20212,888$491.0K0.4%––Holders

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