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Arkadios Wealth Advisors: UPS position timeline

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

Arkadios Wealth Advisors held 47,755 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,755 shares
    Change vs previous 13F +1,912 shares

    0.08% of the 13F portfolio, value $5,133,659.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 45,843 shares
    Change vs previous 13F +15,179 shares

    0.07% of the 13F portfolio, value $4,510,053.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 30,664 shares
    Change vs previous 13F -1,966 shares

    0.06% of the 13F portfolio, value $3,041,534.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 32,630 shares
    Change vs previous 13F +3,517 shares

    0.07% of the 13F portfolio, value $2,725,619.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 29,113 shares
    Change vs previous 13F +1,421 shares

    0.09% of the 13F portfolio, value $2,938,678.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 27,692 shares
    Change vs previous 13F +10,219 shares

    0.12% of the 13F portfolio, value $3,045,799.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 17,473 shares
    Change vs previous 13F -4,895 shares

    0.12% of the 13F portfolio, value $2,203,407.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 22,368 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,049,703.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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