13F

Position

Wealthquest Corp in United Parcel Service Inc

Back to the book · All holders of UPS

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $0$99.19$99.19

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.51K$248.8K0.0%
Q1 20262.51K$248.8K$99.19$0$00.0%