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Advisory Alpha, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on UPS, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 13,248 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,248 shares
    Change vs previous 13F +765 shares

    0.03% of the 13F portfolio, value $1,424,361.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    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 12,483 shares
    Change vs previous 13F -18,026 shares

    0.03% of the 13F portfolio, value $1,228,233.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    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 30,509 shares
    Change vs previous 13F -3,605 shares

    0.08% of the 13F portfolio, value $3,026,413.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    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 34,114 shares
    Change vs previous 13F -2,268 shares

    0.08% of the 13F portfolio, value $2,919,226.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    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 36,382 shares
    Change vs previous 13F +2,238 shares

    0.11% of the 13F portfolio, value $3,672,484.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    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 34,144 shares
    Change vs previous 13F +8,205 shares

    0.13% of the 13F portfolio, value $3,755,456.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    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 25,939 shares
    Change vs previous 13F -621 shares

    0.12% of the 13F portfolio, value $3,271,030.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 26,560 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,621,363.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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