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Disclosery

Beacon Financial Advisory LLC: UPS position timeline

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

Beacon Financial Advisory LLC held 3,216 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,216 shares
    Change vs previous 13F -1,481 shares

    0.07% of the 13F portfolio, value $345,726.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 4,697 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $462,096.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 4,692 shares
    Change vs previous 13F -7,061 shares

    0.11% of the 13F portfolio, value $465,405.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 11,753 shares
    Change vs previous 13F -1,566 shares

    0.23% of the 13F portfolio, value $981,733.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 13,319 shares
    Change vs previous 13F +2,248 shares

    0.35% of the 13F portfolio, value $1,344,414.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 11,071 shares
    Change vs previous 13F -1,985 shares

    0.37% of the 13F portfolio, value $1,217,750.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 13,056 shares
    Change vs previous 13F -1,352 shares

    0.54% of the 13F portfolio, value $1,646,344.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 14,408 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,964,431.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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