Buck Wealth Strategies, LLC: UPS position timeline

Buck Wealth Strategies, LLC held 12 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12 shares

   Change vs previous 13F +12 shares

   <0.01% of the 13F portfolio, value $1,251.

   13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -10,034 shares

   13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 10,034 shares

   Change vs previous 13F +4,682 shares

   0.2% of the 13F portfolio, value $1,103,675.

   13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 5,352 shares

   Change vs previous 13F +2,378 shares

   0.14% of the 13F portfolio, value $674,842.

   13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,974 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $405,604.

   13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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