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Disclosery

HB Wealth Management, LLC: UPS position timeline

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

HB Wealth Management, LLC held 46,121 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,121 shares
    Change vs previous 13F -212 shares

    0.03% of the 13F portfolio, value $4,958,019.

    13F-HR 0001172661-26-002920 filed by HB 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 46,333 shares
    Change vs previous 13F +541 shares

    0.03% of the 13F portfolio, value $4,558,260.

    13F-HR 0001172661-26-001543 filed by HB 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 45,792 shares
    Change vs previous 13F +4,059 shares

    0.03% of the 13F portfolio, value $4,542,197.

    13F-HR 0001172661-26-000353 filed by HB 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 41,733 shares
    Change vs previous 13F +1,336 shares

    0.02% of the 13F portfolio, value $3,486,009.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,397 shares
    Change vs previous 13F -2,678 shares

    0.03% of the 13F portfolio, value $4,077,756.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,075 shares
    Change vs previous 13F +3,969 shares

    0.04% of the 13F portfolio, value $4,737,900.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,106 shares
    Change vs previous 13F +6,183 shares

    0.05% of the 13F portfolio, value $4,930,633.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,923 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,488,855.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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