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Disclosery

HBC Financial Services, PLLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBC Financial Services, PLLC on UPS, newest first. How the timeline and the estimate are built.

HBC Financial Services, PLLC held 222 UPS shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 222 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $28,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 221 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $29,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 219 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $28,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 218 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $31,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 217 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $34,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 215 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $33,000.

    13F-HR 0001802872-23-000004 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 214 shares
    Change vs previous 13F -384 shares

    0.03% of the 13F portfolio, value $39,000.

    13F-HR 0001802872-23-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 598 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $115,000.

    13F-HR 0001802872-23-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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