United Parcel Service shares owned by Everhart Financial Group
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $269k | 2.7k | 99.19 |
| 2023-06-30 | $233k | 1.3k | 179.25 |
| 2023-03-31 | $294k | 1.5k | 193.99 |
| 2022-12-31 | $214k | 1.2k | 173.84 |
| 2022-09-30 | $229k | 1.4k | 161.50 |
| 2022-06-30 | $310k | 1.7k | 182.03 |