Wealth Intelligence, LLC

SEC CIK: 0002112078
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Wealth Intelligence, 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 (Q2 2026): 11,148
Value: $1.20M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of UPS by Wealth Intelligence, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,148	$1.20M	0.6%	−1,315−10.6%	Reduced	Holders
Q1 2026	12,463	$1.23M	0.6%	−6,663−34.8%	Reduced	Holders
Q4 2025	19,126	$1.90M	0.9%	–	No prior filing	Holders