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HighPoint Advisor Group LLC: UPS position timeline

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

HighPoint Advisor Group LLC held 50,428 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,428 shares
    Change vs previous 13F +1,466 shares

    0.19% of the 13F portfolio, value $5,421,022.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor 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 48,962 shares
    Change vs previous 13F -45,738 shares

    0.2% of the 13F portfolio, value $4,816,912.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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/A 94,700 shares
    Change vs previous 13F +35,056 shares

    0.21% of the 13F portfolio, value $9,393,376.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 59,644 shares
    Change vs previous 13F +32,516 shares

    0.24% of the 13F portfolio, value $4,982,039.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 27,128 shares
    Change vs previous 13F -245 shares

    0.15% of the 13F portfolio, value $2,738,344.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 27,373 shares
    Change vs previous 13F -1,207 shares

    0.15% of the 13F portfolio, value $2,647,836.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 28,580 shares
    Change vs previous 13F +63 shares

    0.18% of the 13F portfolio, value $3,273,322.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 28,517 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,822,680.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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