Heritage Wealth Management »

United Parcel Service shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 9.4k 136.34
2024-06-30 $1.4M 11k 136.35