United Parcel Service shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 3.5k | 83.53 |
| 2025-06-30 | $341k | 3.4k | 100.95 |
| 2025-03-31 | $368k | 3.3k | 110.00 |
| 2024-12-31 | $411k | 3.3k | 126.11 |
| 2024-09-30 | $441k | 3.2k | 136.33 |
| 2024-06-30 | $439k | 3.2k | 136.83 |
| 2024-03-31 | $473k | 3.2k | 148.63 |
| 2023-12-31 | $501k | 3.2k | 157.23 |
| 2023-09-30 | $402k | 2.6k | 155.87 |
| 2023-06-30 | $462k | 2.6k | 179.25 |
| 2023-03-31 | $500k | 2.6k | 193.99 |
| 2022-12-31 | $461k | 2.6k | 179.00 |