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Disclosery

Allworth Financial LP: UPS position timeline

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

Allworth Financial LP held 184,128 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 184,128 shares
    Change vs previous 13F -210 shares

    0.08% of the 13F portfolio, value $19,793,792.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 184,338 shares
    Change vs previous 13F +12,539 shares

    0.07% of the 13F portfolio, value $18,135,170.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 171,799 shares
    Change vs previous 13F -20,953 shares

    0.07% of the 13F portfolio, value $17,040,674.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 192,752 shares
    Change vs previous 13F +3,707 shares

    0.07% of the 13F portfolio, value $16,100,535.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 189,045 shares
    Change vs previous 13F +40,110 shares

    0.09% of the 13F portfolio, value $19,082,217.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 148,935 shares
    Change vs previous 13F +5,170 shares

    0.08% of the 13F portfolio, value $14,732,670.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 143,765 shares
    Change vs previous 13F +2,914 shares

    0.1% of the 13F portfolio, value $19,056,043.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 140,851 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $19,203,577.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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