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BlueSky Wealth Advisors, LLC: UPS position timeline

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

BlueSky Wealth Advisors, LLC held 3,965 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 3,965 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $426,238.

    13F-HR 0001172661-26-002850 filed by BlueSky Wealth 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 4,022 shares
    Change vs previous 13F -191 shares

    0.05% of the 13F portfolio, value $395,641.

    13F-HR 0001172661-26-001500 filed by BlueSky Wealth 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 4,213 shares
    Change vs previous 13F -150 shares

    0.06% of the 13F portfolio, value $417,887.

    13F-HR 0001172661-26-000304 filed by BlueSky Wealth 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 4,363 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $364,441.

    13F-HR 0001172661-25-004279 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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