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Avantax Planning Partners, Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on UPS, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 51,893 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,893 shares
    Change vs previous 13F +764 shares

    0.14% of the 13F portfolio, value $5,578,523.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 51,129 shares
    Change vs previous 13F -8,779 shares

    0.14% of the 13F portfolio, value $5,030,030.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 59,908 shares
    Change vs previous 13F +12,039 shares

    0.17% of the 13F portfolio, value $5,942,250.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 47,869 shares
    Change vs previous 13F +424 shares

    0.11% of the 13F portfolio, value $3,998,500.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 47,445 shares
    Change vs previous 13F +4,990 shares

    0.15% of the 13F portfolio, value $4,789,053.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 42,455 shares
    Change vs previous 13F +3,456 shares

    0.17% of the 13F portfolio, value $4,669,600.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 38,999 shares
    Change vs previous 13F +1,361 shares

    0.18% of the 13F portfolio, value $4,917,746.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 37,638 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,131,580.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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