Fortress Wealth Group, LLC

SEC CIK: 0001862067
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Fortress Wealth Group, 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 (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of UPS by Fortress Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−1,803−100.0%	Sold out	Holders
Q3 2023	1,803	$277.2K	0.2%	−22−1.2%	Reduced	Holders
Q2 2023	1,825	$332.4K	0.2%	+34+1.9%	Added	Holders
Q1 2023	1,791	$347.5K	0.3%	+1,791	New	Holders