United Parcel Service shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 3.8k | 83.53 |
| 2025-06-30 | $452k | 4.5k | 100.94 |
| 2025-03-31 | $512k | 4.7k | 110.00 |
| 2024-12-31 | $578k | 4.6k | 126.10 |
| 2024-09-30 | $623k | 4.6k | 136.34 |
| 2024-06-30 | $644k | 4.7k | 136.85 |
| 2024-03-31 | $698k | 4.7k | 148.64 |
| 2023-09-30 | $776k | 5.0k | 155.88 |
| 2023-06-30 | $870k | 4.9k | 179.27 |
| 2023-03-31 | $856k | 4.4k | 193.99 |
| 2022-12-31 | $771k | 4.4k | 173.84 |
| 2022-09-30 | $767k | 4.8k | 161.44 |
| 2022-06-30 | $1.4M | 7.6k | 182.51 |
| 2022-03-31 | $1.1M | 5.2k | 214.55 |
| 2021-12-31 | $1.1M | 5.0k | 214.31 |
| 2021-09-30 | $869k | 4.8k | 182.10 |
| 2021-06-30 | $1.0M | 4.9k | 208.05 |
| 2019-12-31 | $329k | 10k | 33.00 |
| 2019-06-30 | $209k | 2.0k | 103.41 |
| 2019-03-31 | $226k | 2.0k | 111.83 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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