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
- period ended2026-06-3013F 553,491 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 546,677 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 510,466 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 504,549 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 379,467 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 349,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 278,681 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 262,605 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).