Skip to content
Disclosery

Clearstead Advisors, LLC: UPS position timeline

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

Clearstead Advisors, LLC held 29,701 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,701 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $3,192,924.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 29,693 shares
    Change vs previous 13F -2,791 shares

    0.03% of the 13F portfolio, value $2,921,234.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 32,484 shares
    Change vs previous 13F +14,967 shares

    0.04% of the 13F portfolio, value $3,222,072.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 17,517 shares
    Change vs previous 13F -8,694 shares

    0.02% of the 13F portfolio, value $1,463,222.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 26,211 shares
    Change vs previous 13F -788 shares

    0.04% of the 13F portfolio, value $2,645,738.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 26,999 shares
    Change vs previous 13F +10,381 shares

    0.05% of the 13F portfolio, value $2,969,612.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 16,618 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $2,095,583.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 16,377 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,232,932.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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