Skip to content

DELTA FINANCIAL ADVISORS LLC: UPS position timeline

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

DELTA FINANCIAL ADVISORS LLC held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,329 shares

    13F-HR 0001172661-25-004517 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,329 shares
    Change vs previous 13F -48 shares

    0.08% of the 13F portfolio, value $235,102.

    13F-HR 0001172661-25-002925 filed by DELTA FINANCIAL 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 ended2025-03-31
    13F 2,377 shares
    Change vs previous 13F -171 shares

    0.1% of the 13F portfolio, value $261,458.

    13F-HR 0001172661-25-001728 filed by DELTA FINANCIAL 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 ended2024-12-31
    13F 2,548 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $321,355.

    13F-HR 0001172661-25-000490 filed by DELTA FINANCIAL 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 ended2024-09-30
    13F 2,579 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $351,574.

    13F-HR 0001172661-24-004460 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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