United Parcel Service shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 3.8k | 83.53 |
| 2025-06-30 | $347k | 3.4k | 100.94 |
| 2025-03-31 | $282k | 2.6k | 109.99 |
| 2024-12-31 | $321k | 2.5k | 126.10 |
| 2024-09-30 | $327k | 2.4k | 136.34 |
| 2024-06-30 | $259k | 1.9k | 136.88 |
| 2024-03-31 | $374k | 2.5k | 148.66 |
| 2023-12-31 | $349k | 2.2k | 157.21 |
| 2023-09-30 | $525k | 3.4k | 155.87 |
| 2023-06-30 | $363k | 2.0k | 179.25 |