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AE Wealth Management LLC: UPS position timeline

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

AE Wealth Management LLC held 98,477 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,477 shares
    Change vs previous 13F +30,711 shares

    0.05% of the 13F portfolio, value $10,586,140.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 67,766 shares
    Change vs previous 13F +13,934 shares

    0.04% of the 13F portfolio, value $6,666,818.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 53,832 shares
    Change vs previous 13F +4,463 shares

    0.03% of the 13F portfolio, value $5,339,558.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 49,369 shares
    Change vs previous 13F -343 shares

    0.03% of the 13F portfolio, value $4,123,747.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 49,712 shares
    Change vs previous 13F +4,885 shares

    0.04% of the 13F portfolio, value $5,017,877.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 44,827 shares
    Change vs previous 13F +26,360 shares

    0.04% of the 13F portfolio, value $4,930,512.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 18,467 shares
    Change vs previous 13F +993 shares

    0.02% of the 13F portfolio, value $2,328,522.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 17,474 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,382,379.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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