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Comprehensive Financial Consultants Institutional, Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Consultants Institutional, Inc. on UPS, newest first. How the timeline and the estimate are built.

Comprehensive Financial Consultants Institutional, Inc. held 11,440 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,440 shares
    Change vs previous 13F +226 shares

    0.33% of the 13F portfolio, value $1,229,801.

    13F-HR 0001172661-26-002619 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 11,214 shares
    Change vs previous 13F -813 shares

    0.33% of the 13F portfolio, value $1,103,233.

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 12,027 shares
    Change vs previous 13F +2,290 shares

    0.36% of the 13F portfolio, value $1,192,958.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 9,737 shares
    Change vs previous 13F +671 shares

    0.25% of the 13F portfolio, value $813,332.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 9,066 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $915,122.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 9,066 shares
    Change vs previous 13F +1,588 shares

    0.35% of the 13F portfolio, value $997,169.

    13F-HR 0001172661-25-001994 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 7,478 shares
    Change vs previous 13F -100 shares

    0.34% of the 13F portfolio, value $942,976.

    13F-HR 0001172661-25-000343 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 7,578 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,033,185.

    13F-HR 0001172661-24-004430 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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