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Beacon Pointe Advisors, LLC: UPS position timeline

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

Beacon Pointe Advisors, LLC held 217,631 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,631 shares
    Change vs previous 13F +29,923 shares

    0.11% of the 13F portfolio, value $23,395,328.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 187,708 shares
    Change vs previous 13F +49,602 shares

    0.1% of the 13F portfolio, value $18,466,698.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 138,106 shares
    Change vs previous 13F -47,949 shares

    0.1% of the 13F portfolio, value $13,698,704.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 186,055 shares
    Change vs previous 13F +104,410 shares

    0.13% of the 13F portfolio, value $15,541,196.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 81,645 shares
    Change vs previous 13F +5,878 shares

    0.09% of the 13F portfolio, value $8,241,272.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 75,767 shares
    Change vs previous 13F +33,968 shares

    0.09% of the 13F portfolio, value $8,333,560.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 41,799 shares
    Change vs previous 13F -18,539 shares

    0.06% of the 13F portfolio, value $5,270,891.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 60,338 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,226,476.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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