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Disclosery

HBK Sorce Advisory LLC: UPS position timeline

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

HBK Sorce Advisory LLC held 49,445 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,445 shares
    Change vs previous 13F +14,385 shares

    0.1% of the 13F portfolio, value $5,325,227.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 35,060 shares
    Change vs previous 13F +1,054 shares

    0.07% of the 13F portfolio, value $3,533,303.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 34,006 shares
    Change vs previous 13F -2,552 shares

    0.09% of the 13F portfolio, value $3,990,300.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 36,558 shares
    Change vs previous 13F -2,427 shares

    0.08% of the 13F portfolio, value $3,074,144.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 38,985 shares
    Change vs previous 13F +932 shares

    0.11% of the 13F portfolio, value $3,935,107.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 38,053 shares
    Change vs previous 13F +1,670 shares

    0.12% of the 13F portfolio, value $4,185,504.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 36,383 shares
    Change vs previous 13F -3,347 shares

    0.14% of the 13F portfolio, value $4,587,921.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 39,730 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,416,794.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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