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Disclosery

Fiduciary Alliance LLC: UPS position timeline

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

Fiduciary Alliance LLC held 3,276 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,276 shares
    Change vs previous 13F -28,856 shares

    0.02% of the 13F portfolio, value $306,130.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,132 shares
    Change vs previous 13F +12,011 shares

    0.23% of the 13F portfolio, value $3,454,216.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 20,121 shares
    Change vs previous 13F +4,434 shares

    0.13% of the 13F portfolio, value $2,083,885.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 15,687 shares
    Change vs previous 13F +7,524 shares

    0.1% of the 13F portfolio, value $1,555,970.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 8,163 shares
    Change vs previous 13F +4,791 shares

    0.05% of the 13F portfolio, value $681,815.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 3,372 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $340,414.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 2,828 shares
    Change vs previous 13F +248 shares

    0.03% of the 13F portfolio, value $311,002.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 2,580 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $325,281.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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