Palumbo Wealth Management LLC: UPS position timeline

Palumbo Wealth Management LLC held 2,714 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,714 shares

   Change vs previous 13F -27 shares

   0.06% of the 13F portfolio, value $291,776.

   13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,741 shares

   Change vs previous 13F -282 shares

   0.07% of the 13F portfolio, value $269,680.

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,023 shares

   Change vs previous 13F +42 shares

   0.07% of the 13F portfolio, value $299,877.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,981 shares

   Change vs previous 13F +49 shares

   0.07% of the 13F portfolio, value $229,094.

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,932 shares

   Change vs previous 13F +173 shares

   0.09% of the 13F portfolio, value $295,945.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,759 shares

   Change vs previous 13F -47 shares

   0.1% of the 13F portfolio, value $303,440.

   13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,806 shares

   Change vs previous 13F -277 shares

   0.13% of the 13F portfolio, value $353,802.

   13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,083 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $420,303.

   13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).