HBW ADVISORY SERVICES LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on UPS, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 20,817 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 20,817 sharesChange vs previous 13F +191 shares
0.2% of the 13F portfolio, value $2,237,798.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 20,626 sharesChange vs previous 13F +225 shares
0.21% of the 13F portfolio, value $2,029,219.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 20,401 sharesChange vs previous 13F +999 shares
0.22% of the 13F portfolio, value $2,023,562.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 19,402 sharesChange vs previous 13F +16,876 shares
0.18% of the 13F portfolio, value $1,620,661.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 2,526 sharesChange vs previous 13F +78 shares
0.03% of the 13F portfolio, value $254,935.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 2,448 sharesChange vs previous 13F +584 shares
0.04% of the 13F portfolio, value $269,253.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 1,864 sharesChange vs previous 13F -132 shares
0.02% of the 13F portfolio, value $235,034.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 1,996 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $272,183.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).