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Cetera Investment Advisers: UPS position timeline

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

Cetera Investment Advisers held 553,491 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 553,491 shares
    Change vs previous 13F +6,814 shares

    0.05% of the 13F portfolio, value $59,500,701.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 546,677 shares
    Change vs previous 13F +36,211 shares

    0.06% of the 13F portfolio, value $53,782,035.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 510,466 shares
    Change vs previous 13F +5,917 shares

    0.06% of the 13F portfolio, value $50,633,064.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 504,549 shares
    Change vs previous 13F +125,082 shares

    0.05% of the 13F portfolio, value $42,145,000.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 379,467 shares
    Change vs previous 13F +30,095 shares

    0.06% of the 13F portfolio, value $38,303,317.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 349,372 shares
    Change vs previous 13F +70,691 shares

    0.07% of the 13F portfolio, value $38,427,454.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 278,681 shares
    Change vs previous 13F +16,076 shares

    0.07% of the 13F portfolio, value $35,141,633.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 262,605 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,803,586.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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