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AVANTAX ADVISORY SERVICES, INC.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on UPS, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 94,361 UPS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 94,361 shares
    Change vs previous 13F +12,035 shares

    0.05% of the 13F portfolio, value $9,524,805.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 82,326 shares
    Change vs previous 13F +17,644 shares

    0.05% of the 13F portfolio, value $9,055,045.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 64,682 shares
    Change vs previous 13F -17,318 shares

    0.05% of the 13F portfolio, value $8,156,366.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 82,000 shares
    Change vs previous 13F -5,160 shares

    0.07% of the 13F portfolio, value $11,179,909.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 87,160 shares
    Change vs previous 13F +52,154 shares

    0.09% of the 13F portfolio, value $11,927,912.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 35,006 shares
    Change vs previous 13F -2,491 shares

    0.05% of the 13F portfolio, value $5,202,902.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 37,497 shares
    Change vs previous 13F +4,334 shares

    0.06% of the 13F portfolio, value $5,895,687.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 33,163 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,169,123.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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