SEC 13F Intelligence

Forefront Wealth Management Inc. / UPS

Forefront Wealth Management Inc.’s United Parcel Svcs Inc Position

Does Forefront Wealth Management Inc. own United Parcel Svcs Inc (UPS)? Not currently — the last reported position was 7.9K shares worth $1M in Q2 2022; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q2 2022
Shares
7.9K
% of Portfolio
+1.94%
Quarters Held
2
position exited

Position History UPS

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20227.9K$1M+1.94%
Q1 20228.0K$2M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of UPS.