Encompass Wealth Advisors, LLC
- SEC CIK
- 0001849614
- Latest filing
- Jul 21, 2026
UPS holding history
United Parcel Service Inc in every 13F filed by Encompass 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
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −3,134−100.0% | Sold out | Holders |
| Q3 2024 | 3,134 | $427.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,134 | $428.9K | 0.1% | −2,728−46.5% | Reduced | Holders |
| Q1 2024 | 5,862 | $871.3K | 0.2% | +2,695+85.1% | Added | Holders |
| Q4 2023 | 3,167 | $497.9K | 0.1% | +1,625+105.4% | Added | Holders |
| Q3 2023 | 1,542 | $240.4K | 0.1% | −50−3.1% | Reduced | Holders |
| Q2 2023 | 1,592 | $285.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,592 | $308.8K | 0.1% | −317−16.6% | Reduced | Holders |
| Q4 2022 | 1,909 | $331.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,909 | $308.0K | 0.1% | +1,909 | New | Holders |