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Livermore
Livermore
ZHEN

LMG Wealth Partners, LLC

SEC CIK
0001965772
Latest filing
Aug 12, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by LMG Wealth Partners, 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)
4,876
Value
$524.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of UPS by LMG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,876$524.1K0.1%+18+0.4%AddedHolders
Q1 20264,858$478.0K0.1%+59+1.2%AddedHolders
Q4 20254,799$476.0K0.1%+1,303+37.3%AddedHolders
Q3 20253,496$292.0K0.1%+114+3.4%AddedHolders
Q2 20253,382$341.4K0.1%+38+1.1%AddedHolders
Q1 20253,344$367.8K0.1%+82+2.5%AddedHolders
Q4 20243,262$411.4K0.1%+26+0.8%AddedHolders
Q3 20243,236$441.2K0.1%+26+0.8%AddedHolders
Q2 20243,210$439.2K0.1%+25+0.8%AddedHolders
Q1 20243,185$473.4K0.1%00.0%UnchangedHolders
Q4 20233,185$500.8K0.1%+608+23.6%AddedHolders
Q3 20232,577$401.7K0.1%00.0%UnchangedHolders
Q2 20232,577$461.9K0.1%00.0%UnchangedHolders
Q1 20232,577$499.9K0.2%00.0%UnchangedHolders
Q4 20222,577$461.3K0.2%–No prior filingHolders