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Disclosery

DHJJ Financial Advisors, Ltd.: UPS position timeline

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

DHJJ Financial Advisors, Ltd. held 16,784 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,784 shares
    Change vs previous 13F -1 shares

    0.52% of the 13F portfolio, value $1,804,280.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 16,785 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,651,309.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 16,785 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,664,905.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 16,785 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $1,402,052.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 16,783 shares
    Change vs previous 13F -122 shares

    0.61% of the 13F portfolio, value $1,694,077.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 16,905 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,859,381.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 16,905 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $2,131,721.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 16,905 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,304,828.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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