Tandem Wealth Advisors LLC

SEC CIK: 0001842557
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Tandem 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 overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 3,673
Value: $394.8K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2022

Holdings of UPS by Tandem Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,673	$394.8K	0.2%	+285+8.4%	Added	Holders
Q1 2026	3,388	$333.3K	0.1%	+3,388	New	Holders
Q1 2023	0	$0	0.0%	−818−100.0%	Sold out	Holders
Q4 2022	818	$142.2K	0.1%	–	No prior filing	Holders