Naviter Wealth, LLC

SEC CIK: 0001855567
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Naviter Wealth, 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 (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of UPS by Naviter Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−3,696−100.0%	Sold out	Holders
Q4 2022	3,696	$665.2K	0.2%	+746+25.3%	Added	Holders
Q3 2022	2,950	$477.0K	0.2%	+215+7.9%	Added	Holders
Q2 2022	2,735	$499.0K	0.2%	+2,735	New	Holders