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Independent Advisor Alliance: UPS position timeline

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

Independent Advisor Alliance held 71,187 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,187 shares
    Change vs previous 13F +4,360 shares

    0.18% of the 13F portfolio, value $7,652,595.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 66,827 shares
    Change vs previous 13F +1,258 shares

    0.07% of the 13F portfolio, value $6,574,489.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 65,569 shares
    Change vs previous 13F +1,272 shares

    0.16% of the 13F portfolio, value $6,503,815.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 64,297 shares
    Change vs previous 13F +22,380 shares

    0.14% of the 13F portfolio, value $5,370,689.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 41,917 shares
    Change vs previous 13F +2,530 shares

    0.12% of the 13F portfolio, value $4,231,173.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 39,387 shares
    Change vs previous 13F -6,871 shares

    0.14% of the 13F portfolio, value $4,332,141.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 46,258 shares
    Change vs previous 13F +7,821 shares

    0.08% of the 13F portfolio, value $5,833,116.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 38,437 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,240,468.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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