United Parcel Service shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in United Parcel Service by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.6M | 13k | 126.10 |
2024-09-30 | $2.0M | 14k | 136.34 |
2024-06-30 | $1.4M | 10k | 136.85 |
2022-06-30 | $212k | 1.2k | 182.13 |
2022-03-31 | $201k | 937 | 214.51 |
2021-12-31 | $201k | 936 | 214.74 |
2020-06-30 | $368k | 3.3k | 110.94 |
2020-03-31 | $309k | 3.3k | 93.18 |