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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by IVC 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of UPS by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,629−100.0%Sold outHolders
Q3 20241,629$222.1K0.1%−1,379−45.8%ReducedHolders
Q2 20243,008$411.7K0.2%+21+0.7%AddedHolders
Q1 20242,987$444.0K0.3%−943−24.0%ReducedHolders
Q4 20233,930$618.0K0.4%−1,989−33.6%ReducedHolders
Q3 20235,919$922.5K0.6%−33−0.6%ReducedHolders
Q2 20235,952$1.07M0.7%+1,745+41.5%AddedHolders
Q1 20234,207$816.0K0.6%−1,499−26.3%ReducedHolders
Q4 20225,706$736.9K0.5%+1,506+35.9%AddedHolders
Q3 20224,200$678.0K0.5%−120−2.8%ReducedHolders
Q2 20224,320$789.0K0.6%−42−1.0%ReducedHolders
Q1 20224,362$935.0K0.6%−197−4.3%ReducedHolders
Q4 20214,559$977.0K0.6%−258−5.4%ReducedHolders
Q3 20214,817$877.0K0.6%−174−3.5%ReducedHolders
Q2 20214,991$1.04M0.7%+135+2.8%AddedHolders
Q1 20214,856$826.0K0.7%––Holders

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