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United Parcel Service shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 21k 98.38
2024-06-30 $1.6M 12k 136.84
2024-03-31 $1.7M 11k 148.63
2023-12-31 $616k 3.9k 157.23
2023-09-30 $1.0M 6.7k 155.86
2023-06-30 $1.6M 8.7k 179.25
2023-03-31 $257k 1.3k 193.99
2022-12-31 $234k 1.3k 173.84
2022-09-30 $217k 1.3k 161.54
2022-06-30 $223k 1.2k 182.54
2022-03-31 $208k 970 214.46