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B. Riley Wealth Advisors, Inc.: UPS position timeline

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

B. Riley Wealth Advisors, Inc. held 9,750 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,750 shares
    Change vs previous 13F +265 shares

    0.04% of the 13F portfolio, value $911,056.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,485 shares
    Change vs previous 13F +493 shares

    0.06% of the 13F portfolio, value $1,024,454.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,992 shares
    Change vs previous 13F -4,805 shares

    0.06% of the 13F portfolio, value $853,775.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,797 shares
    Change vs previous 13F -1,821 shares

    0.06% of the 13F portfolio, value $1,368,509.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,618 shares
    Change vs previous 13F +3,852 shares

    0.06% of the 13F portfolio, value $1,304,551.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,766 shares
    Change vs previous 13F -6,489 shares

    0.06% of the 13F portfolio, value $1,187,697.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,255 shares
    Change vs previous 13F -1,894 shares

    0.06% of the 13F portfolio, value $2,007,853.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,149 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,540,849.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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