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United Parcel Service shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $725k 4.7k 155.89
2025-06-30 $1.6M 16k 100.94