Rooted Wealth Advisors, Inc.

SEC CIK: 0001963732
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Rooted Wealth Advisors, Inc., 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 (Q2 2026): 3,165
Value: $340.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of UPS by Rooted Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,165	$340.3K	0.1%	+31+1.0%	Added	Holders
Q1 2026	3,134	$335.6K	0.1%	+232+8.0%	Added	Holders
Q4 2025	2,902	$338.8K	0.1%	+129+4.7%	Added	Holders
Q3 2025	2,773	$240.6K	0.1%	+2,773	New	Holders