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Advisors Asset Management, Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on UPS, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 371,759 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,759 shares
    Change vs previous 13F +25,126 shares

    0.61% of the 13F portfolio, value $39,964,093.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 346,633 shares
    Change vs previous 13F +23,348 shares

    0.57% of the 13F portfolio, value $34,101,755.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 323,285 shares
    Change vs previous 13F +29,376 shares

    0.54% of the 13F portfolio, value $32,066,639.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 293,909 shares
    Change vs previous 13F +29,377 shares

    0.42% of the 13F portfolio, value $24,550,219.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 264,532 shares
    Change vs previous 13F +20,019 shares

    0.48% of the 13F portfolio, value $26,701,860.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 244,513 shares
    Change vs previous 13F +13,764 shares

    0.51% of the 13F portfolio, value $26,893,985.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 230,749 shares
    Change vs previous 13F +19,586 shares

    0.54% of the 13F portfolio, value $29,097,449.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 211,163 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $28,789,963.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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