Checchi Capital Advisers, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Checchi Capital Advisers, LLC on UPS, newest first. How the timeline and the estimate are built.
Checchi Capital Advisers, LLC held 2,517 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,517 sharesChange vs previous 13F -950 shares
0.02% of the 13F portfolio, value $270,544.
13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,467 sharesChange vs previous 13F +928 shares
0.02% of the 13F portfolio, value $341,053.
13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,539 sharesChange vs previous 13F -138 shares
0.02% of the 13F portfolio, value $251,813.
13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,677 sharesChange vs previous 13F -960 shares
0.02% of the 13F portfolio, value $223,584.
13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,637 sharesChange vs previous 13F -1,636 shares
0.03% of the 13F portfolio, value $367,087.
13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,273 sharesChange vs previous 13F -182 shares
0.04% of the 13F portfolio, value $579,998.
13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,455 sharesChange vs previous 13F +166 shares
0.05% of the 13F portfolio, value $687,899.
13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,289 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $721,128.
13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).