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ARS Wealth Advisors Group, LLC: UPS position timeline

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

ARS Wealth Advisors Group, LLC held 59,396 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,396 shares
    Change vs previous 13F +5,150 shares

    0.5% of the 13F portfolio, value $6,385,052.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors Group, 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 54,246 shares
    Change vs previous 13F +5,651 shares

    0.45% of the 13F portfolio, value $5,336,722.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors Group, 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 48,595 shares
    Change vs previous 13F +2,727 shares

    0.43% of the 13F portfolio, value $4,820,144.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors Group, 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 45,868 shares
    Change vs previous 13F +3,568 shares

    0.38% of the 13F portfolio, value $3,831,391.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors Group, 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 42,300 shares
    Change vs previous 13F +3,607 shares

    0.49% of the 13F portfolio, value $4,269,752.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors Group, 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 38,693 shares
    Change vs previous 13F +2,959 shares

    0.6% of the 13F portfolio, value $4,255,851.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors Group, 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 35,734 shares
    Change vs previous 13F +605 shares

    0.62% of the 13F portfolio, value $4,506,005.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, 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 35,129 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,789,442.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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