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IFP Advisors, Inc: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on UPS, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 46,661 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,661 shares
    Change vs previous 13F +326 shares

    0.09% of the 13F portfolio, value $5,016,058.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 46,335 shares
    Change vs previous 13F +1,457 shares

    0.09% of the 13F portfolio, value $4,558,437.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 44,878 shares
    Change vs previous 13F +6,204 shares

    0.1% of the 13F portfolio, value $4,451,449.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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 38,674 shares
    Change vs previous 13F +8,695 shares

    0.08% of the 13F portfolio, value $3,230,439.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 29,979 shares
    Change vs previous 13F +21,475 shares

    0.09% of the 13F portfolio, value $3,026,110.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 8,504 shares
    Change vs previous 13F +571 shares

    0.03% of the 13F portfolio, value $935,299.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 7,933 shares
    Change vs previous 13F +5,791 shares

    0.03% of the 13F portfolio, value $1,000,322.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 2,142 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,031,217.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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