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HF Advisory Group, LLC: UPS position timeline

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

HF Advisory Group, LLC held 11,893 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,893 shares
    Change vs previous 13F +896 shares

    0.33% of the 13F portfolio, value $1,111,226.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,997 shares
    Change vs previous 13F +938 shares

    0.37% of the 13F portfolio, value $1,182,244.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,059 shares
    Change vs previous 13F -261 shares

    0.34% of the 13F portfolio, value $989,601.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 10,320 shares
    Change vs previous 13F -16,595 shares

    0.36% of the 13F portfolio, value $1,023,617.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,915 shares
    Change vs previous 13F +6,011 shares

    0.83% of the 13F portfolio, value $2,248,165.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,904 shares
    Change vs previous 13F +7,668 shares

    0.83% of the 13F portfolio, value $2,110,001.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,236 shares
    Change vs previous 13F +2,886 shares

    0.64% of the 13F portfolio, value $1,455,864.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,350 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,305,139.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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