United Parcel Service shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $200k | 1.9k | 107.50 |
| 2024-12-31 | $219k | 1.7k | 126.08 |
| 2024-09-30 | $232k | 1.7k | 136.38 |
| 2024-06-30 | $230k | 1.7k | 136.89 |
| 2024-03-31 | $247k | 1.7k | 148.60 |
| 2023-12-31 | $259k | 1.6k | 157.21 |
| 2023-09-30 | $218k | 1.4k | 153.75 |
| 2023-06-30 | $249k | 1.4k | 179.26 |
| 2023-03-31 | $266k | 1.4k | 194.03 |
| 2022-12-31 | $237k | 1.4k | 173.90 |
| 2022-09-30 | $218k | 1.4k | 161.36 |
| 2022-06-30 | $245k | 1.3k | 182.84 |
| 2022-03-31 | $292k | 1.4k | 214.23 |
| 2021-12-31 | $290k | 1.4k | 214.18 |
| 2021-09-30 | $245k | 4.9k | 50.07 |
| 2021-06-30 | $279k | 1.3k | 208.05 |
| 2021-03-31 | $227k | 1.3k | 170.04 |
| 2020-12-31 | $228k | 1.4k | 168.27 |
| 2020-09-30 | $214k | 1.3k | 166.54 |