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
- period ended2026-06-3013F 13,248 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,114 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 34,144 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,939 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,560 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).