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Intellus Advisors LLC: UPS position timeline

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

Intellus Advisors LLC held 46,582 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 46,582 shares
    Change vs previous 13F -11,930 shares

    0.61% of the 13F portfolio, value $5,007,565.

    13F-HR 0001765380-26-000367 filed by Intellus Advisors 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 58,512 shares
    Change vs previous 13F -1 shares

    0.79% of the 13F portfolio, value $5,756,411.

    13F-HR 0001765380-26-000185 filed by Intellus Advisors 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 58,513 shares
    Change vs previous 13F +9,843 shares

    0.77% of the 13F portfolio, value $5,803,930.

    13F-HR 0001765380-26-000073 filed by Intellus Advisors 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 48,670 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $4,065,392.

    13F-HR 0001765380-25-000481 filed by Intellus Advisors 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 48,664 shares
    Change vs previous 13F +5 shares

    0.73% of the 13F portfolio, value $4,912,117.

    13F-HR 0001765380-25-000357 filed by Intellus Advisors 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 48,659 shares
    Change vs previous 13F -53 shares

    0.94% of the 13F portfolio, value $5,351,954.

    13F-HR 0001765380-25-000176 filed by Intellus Advisors 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 48,712 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $6,142,625.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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