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Forge Financial Services LLC

SEC CIK
0002055357
Latest filing
Aug 7, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Forge Financial Services 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)
7,038
Value
$756.6K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of UPS by Forge Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,038$756.6K0.1%00.0%UnchangedHolders
Q1 20267,038$692.4K0.1%00.0%UnchangedHolders
Q4 20257,038$698.1K0.3%+1,638+30.3%AddedHolders
Q3 20255,400$462.1K0.2%00.0%UnchangedHolders
Q2 20255,400$537.5K0.4%00.0%UnchangedHolders
Q1 20255,400$593.9K0.5%00.0%UnchangedHolders
Q4 20245,400$617.3K0.5%–No prior filingHolders