PRECEDENT WEALTH PARTNERS, LLC: UPS position timeline

PRECEDENT WEALTH PARTNERS, LLC held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -12,006 shares

   13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-10-14 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 12,006 shares

   Change vs previous 13F +2,519 shares

   0.3% of the 13F portfolio, value $1,211,842.

   13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-07-21 (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).

3. period ended2025-03-31

   13F 9,487 shares

   Change vs previous 13F +2,862 shares

   0.29% of the 13F portfolio, value $1,043,451.

   13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-04-17 (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).

4. period ended2024-12-31

   13F 6,625 shares

   Change vs previous 13F -301 shares

   0.27% of the 13F portfolio, value $835,436.

   13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-01-21 (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).

5. period ended2024-09-30

   13F 6,926 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $944,326.

   13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2024-10-17 (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).