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Fiscal Wisdom Wealth Management, LLC: UPS position timeline

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

Fiscal Wisdom Wealth Management, LLC held 7,028 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,028 shares
    Change vs previous 13F +263 shares

    0.64% of the 13F portfolio, value $755,510.

    13F-HR 0002053757-26-000007 filed by Fiscal Wisdom Wealth Management, LLC
    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 6,765 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $665,541.

    13F-HR 0002053757-26-000004 filed by Fiscal Wisdom Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,765 shares
    Change vs previous 13F -50 shares

    0.63% of the 13F portfolio, value $671,020.

    13F-HR 0002053757-26-000002 filed by Fiscal Wisdom Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,815 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $593,450.

    13F-HR 0002053757-25-000007 filed by Fiscal Wisdom Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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