United Parcel Service shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 2.7k | 83.53 |
| 2025-06-30 | $277k | 2.7k | 100.94 |
| 2025-03-31 | $303k | 2.8k | 109.99 |
| 2024-12-31 | $365k | 2.9k | 126.10 |
| 2024-09-30 | $393k | 2.9k | 136.34 |
| 2024-06-30 | $593k | 4.3k | 136.85 |
| 2024-03-31 | $369k | 2.5k | 148.63 |
| 2023-12-31 | $390k | 2.5k | 157.23 |
| 2023-09-30 | $402k | 2.6k | 155.87 |
| 2023-06-30 | $394k | 2.2k | 179.25 |
| 2023-03-31 | $249k | 1.3k | 193.99 |
| 2022-12-31 | $200k | 1.2k | 173.84 |
| 2022-03-31 | $213k | 994 | 214.29 |