United Parcel Service shares owned by Level Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 83.53 |
| 2025-06-30 | $1.2M | 12k | 100.94 |
| 2025-03-31 | $1.4M | 12k | 109.99 |
| 2024-12-31 | $1.6M | 12k | 126.10 |
| 2024-03-31 | $208k | 1.4k | 148.63 |
| 2023-12-31 | $220k | 1.4k | 157.23 |
| 2023-09-30 | $218k | 1.4k | 155.87 |
| 2023-06-30 | $251k | 1.4k | 179.25 |