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Choice Wealth Advisors LLC: UPS position timeline

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

Choice Wealth Advisors LLC held 2,715 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,715 shares
    Change vs previous 13F -268 shares

    0.1% of the 13F portfolio, value $291,836.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 2,983 shares
    Change vs previous 13F +31 shares

    0.12% of the 13F portfolio, value $293,512.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 2,952 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $292,769.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 2,917 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $243,630.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 2,878 shares
    Change vs previous 13F +34 shares

    0.13% of the 13F portfolio, value $290,460.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 2,844 shares
    Change vs previous 13F +27 shares

    0.16% of the 13F portfolio, value $312,843.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 2,817 shares
    Change vs previous 13F +24 shares

    0.18% of the 13F portfolio, value $355,280.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 2,793 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $380,792.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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