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FRG Family Wealth Advisors LLC: UPS position timeline

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

FRG Family Wealth Advisors LLC held 0 UPS shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,255 shares

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth 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 ended2025-12-31
    13F 3,255 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $322,863.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth 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 ended2025-09-30
    13F 3,510 shares
    Change vs previous 13F +250 shares

    0.05% of the 13F portfolio, value $293,190.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth 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 ended2025-06-30
    13F 3,260 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $329,064.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth 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 ended2025-03-31
    13F 3,250 shares
    Change vs previous 13F -140 shares

    0.07% of the 13F portfolio, value $357,468.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth 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 ended2024-12-31
    13F 3,390 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $427,479.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth 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 ended2024-09-30
    13F 3,390 shares
    Change vs previous 13F -860 shares

    0.08% of the 13F portfolio, value $462,193.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth 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 ended2024-06-30
    13F 4,250 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $529,125.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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