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Cetera Trust Company, N.A: UPS position timeline

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

Cetera Trust Company, N.A held 4,603 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,603 shares
    Change vs previous 13F -65 shares

    0.25% of the 13F portfolio, value $494,823.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 4,668 shares
    Change vs previous 13F -65 shares

    0.26% of the 13F portfolio, value $459,238.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 4,733 shares
    Change vs previous 13F -65 shares

    0.25% of the 13F portfolio, value $469,466.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 4,798 shares
    Change vs previous 13F -151 shares

    0.22% of the 13F portfolio, value $400,777.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 4,949 shares
    Change vs previous 13F -65 shares

    0.3% of the 13F portfolio, value $499,552.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 5,014 shares
    Change vs previous 13F -65 shares

    0.35% of the 13F portfolio, value $551,490.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 5,079 shares
    Change vs previous 13F -65 shares

    0.42% of the 13F portfolio, value $640,462.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 5,144 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $701,333.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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