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Disclosery

Carson Advisory Inc.: UPS position timeline

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

Carson Advisory Inc. held 7,276 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,276 shares
    Change vs previous 13F -570 shares

    0.36% of the 13F portfolio, value $782,135.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 7,846 shares
    Change vs previous 13F +281 shares

    0.4% of the 13F portfolio, value $771,842.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 7,565 shares
    Change vs previous 13F -2,671 shares

    0.39% of the 13F portfolio, value $750,357.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,236 shares
    Change vs previous 13F -951 shares

    0.46% of the 13F portfolio, value $854,994.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,187 shares
    Change vs previous 13F -1,073 shares

    0.72% of the 13F portfolio, value $1,129,245.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,260 shares
    Change vs previous 13F +47 shares

    0.91% of the 13F portfolio, value $1,348,515.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 12,213 shares
    Change vs previous 13F -1,536 shares

    1.07% of the 13F portfolio, value $1,540,054.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,749 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,874,539.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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