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Disclosery

CFO4Life Group, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on UPS, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 310,836 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 310,836 shares
    Change vs previous 13F -173 shares

    4.5% of the 13F portfolio, value $33,414,911.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, LLC
    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 311,009 shares
    Change vs previous 13F -751 shares

    4.66% of the 13F portfolio, value $30,597,110.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, LLC
    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 311,760 shares
    Change vs previous 13F -324 shares

    4.41% of the 13F portfolio, value $30,923,495.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, LLC
    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 312,084 shares
    Change vs previous 13F -1,287 shares

    3.79% of the 13F portfolio, value $26,068,365.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, LLC
    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 313,371 shares
    Change vs previous 13F -2,265 shares

    4.95% of the 13F portfolio, value $31,631,620.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, LLC
    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 315,636 shares
    Change vs previous 13F -652 shares

    5.84% of the 13F portfolio, value $34,716,774.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
    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 316,288 shares
    Change vs previous 13F -3,759 shares

    7.01% of the 13F portfolio, value $39,883,865.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
    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 320,047 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $43,635,177.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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