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Disclosery

Intrua Financial, LLC: UPS position timeline

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

Intrua Financial, LLC held 11,126 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,126 shares
    Change vs previous 13F -320 shares

    0.11% of the 13F portfolio, value $1,196,088.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 11,446 shares
    Change vs previous 13F -439 shares

    0.12% of the 13F portfolio, value $1,126,089.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 11,885 shares
    Change vs previous 13F -618 shares

    0.13% of the 13F portfolio, value $1,178,913.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 12,503 shares
    Change vs previous 13F +674 shares

    0.12% of the 13F portfolio, value $1,044,340.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 11,829 shares
    Change vs previous 13F +1,383 shares

    0.17% of the 13F portfolio, value $1,194,038.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 10,446 shares
    Change vs previous 13F -1,076 shares

    0.18% of the 13F portfolio, value $1,148,951.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 11,522 shares
    Change vs previous 13F -65 shares

    0.24% of the 13F portfolio, value $1,452,965.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 11,587 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,579,818.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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