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Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Crestmont Private Wealth 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2024
Holdings of UPS by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,348−100.0%Sold outHolders
Q1 20263,348$329.4K0.1%+3,348NewHolders
Q4 20250$00.0%−2,510−100.0%Sold outHolders
Q3 20252,510$209.6K0.1%+459+22.4%AddedHolders
Q2 20252,051$207.0K0.1%+179+9.6%AddedHolders
Q1 20251,872$205.9K0.1%−30−1.6%ReducedHolders
Q4 20241,902$239.8K0.1%+106+5.9%AddedHolders
Q3 20241,796$244.8K0.1%+60+3.5%AddedHolders
Q2 20241,736$237.5K0.1%+1,736NewHolders