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Farther Finance Advisors, LLC: UPS position timeline

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

Farther Finance Advisors, LLC held 91,161 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,161 shares
    Change vs previous 13F +35,007 shares

    0.06% of the 13F portfolio, value $8,518,130.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,154 shares
    Change vs previous 13F +603 shares

    0.05% of the 13F portfolio, value $6,037,674.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 55,551 shares
    Change vs previous 13F +12,856 shares

    0.05% of the 13F portfolio, value $5,439,020.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 42,695 shares
    Change vs previous 13F +18,086 shares

    0.05% of the 13F portfolio, value $4,234,909.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 24,609 shares
    Change vs previous 13F +10,271 shares

    0.03% of the 13F portfolio, value $2,055,549.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 14,338 shares
    Change vs previous 13F +1,811 shares

    0.03% of the 13F portfolio, value $1,447,242.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 12,527 shares
    Change vs previous 13F +2,486 shares

    0.03% of the 13F portfolio, value $1,368,678.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 10,041 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,266,129.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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