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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by SOA 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)
44,763
Value
$718.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,763$718.1K0.1%+38,440+607.9%AddedHolders
Q1 20266,323$622.0K0.1%00.0%UnchangedHolders
Q4 20256,323$627.1K0.1%−289−4.4%ReducedHolders
Q3 20256,612$552.3K0.1%+280+4.4%AddedHolders
Q2 20256,332$639.2K0.1%−1,565−19.8%ReducedHolders
Q1 20257,897$868.6K0.2%+4+0.1%AddedHolders
Q4 20247,893$995.3K0.2%+20.0%AddedHolders
Q3 20247,891$1.08M0.2%−1,089−12.1%ReducedHolders
Q2 20248,980$1.23M0.2%−44−0.5%ReducedHolders
Q1 20249,024$1.34M0.3%+30.0%AddedHolders
Q4 20239,021$1.42M0.3%+30.0%AddedHolders
Q3 20239,018$1.41M0.3%+47+0.5%AddedHolders
Q2 20238,971$1.61M0.4%+30.0%AddedHolders
Q1 20238,968$1.74M0.4%−100−1.1%ReducedHolders
Q4 20229,068$1.58M0.4%−21−0.2%ReducedHolders
Q3 20229,089$1.47M0.4%−24−0.3%ReducedHolders
Q2 20229,113$1.66M0.5%+11+0.1%AddedHolders
Q1 20229,102$1.95M0.5%+419+4.8%AddedHolders
Q4 20218,683$1.86M0.4%00.0%UnchangedHolders
Q3 20218,683$1.58M0.4%+48+0.6%AddedHolders
Q2 20218,635$1.79M0.5%00.0%UnchangedHolders
Q1 20218,635$1.47M0.4%––Holders

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