Future Financial Wealth Managment LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Future Financial Wealth Managment LLC on UPS, newest first. How the timeline and the estimate are built.
Future Financial Wealth Managment LLC held 2,400 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,400 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $273,840.
13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,400 sharesChange vs previous 13F -2,700 shares
0.16% of the 13F portfolio, value $248,568.
13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,100 sharesChange vs previous 13F -2,475 shares
0.37% of the 13F portfolio, value $543,354.
13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,575 sharesChange vs previous 13F +800 shares
0.4% of the 13F portfolio, value $632,740.
13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,775 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $683,869.
13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,775 sharesChange vs previous 13F +1,675 shares
0.55% of the 13F portfolio, value $745,182.
13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,100 sharesChange vs previous 13F +255 shares
0.47% of the 13F portfolio, value $643,110.
13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,845 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $660,567.
13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).