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High Net Worth Advisory Group LLC: UPS position timeline

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

High Net Worth Advisory Group LLC held 2,031 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 2,031 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $218,333.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 2,131 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $209,648.

    13F-HR 0001919142-26-000002 filed by High Net Worth 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 ended2025-12-31
    13F 2,131 shares
    Change vs previous 13F -1,029 shares

    0.05% of the 13F portfolio, value $211,374.

    13F-HR 0001919142-26-000001 filed by High Net Worth 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 ended2025-09-30
    13F 3,160 shares
    Change vs previous 13F -602 shares

    0.06% of the 13F portfolio, value $263,955.

    13F-HR 0001919142-25-000002 filed by High Net Worth 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 ended2025-06-30
    13F 3,762 shares
    Change vs previous 13F -601 shares

    0.1% of the 13F portfolio, value $379,737.

    13F-HR 0001085146-25-003712 filed by High Net Worth 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 ended2025-03-31
    13F 4,363 shares
    Change vs previous 13F -220 shares

    0.14% of the 13F portfolio, value $479,885.

    13F-HR 0001085146-25-001969 filed by High Net Worth 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 ended2024-12-31
    13F 4,583 shares
    Change vs previous 13F -868 shares

    0.16% of the 13F portfolio, value $577,915.

    13F-HR 0001085146-25-000383 filed by High Net Worth 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 ended2024-09-30
    13F 5,451 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $743,191.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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