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Center for Wealth Management Advisory: UPS position timeline

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

Center for Wealth Management Advisory held 16,672 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,672 shares
    Change vs previous 13F +764 shares

    1.13% of the 13F portfolio, value $1,792,269.

    13F-HR 0002085853-26-001001 filed by Center for Wealth Management Advisory
    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 15,908 shares
    Change vs previous 13F +1,780 shares

    1.13% of the 13F portfolio, value $1,565,005.

    13F-HR 0002085853-26-000494 filed by Center for Wealth Management Advisory
    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 14,128 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,401,314.

    13F-HR 0002085853-26-000330 filed by Center for Wealth Management Advisory
    Filed (acceptance time not in the bulk data set), ingested

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