Skip to content
Disclosery

Jacksonville Wealth Management, LLC: UPS position timeline

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

Jacksonville Wealth Management, LLC held 0 UPS shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,600 shares

    13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,600 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $217,165.

    13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,674 shares
    Change vs previous 13F -60 shares

    0.22% of the 13F portfolio, value $269,938.

    13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,734 shares
    Change vs previous 13F -158 shares

    0.3% of the 13F portfolio, value $300,673.

    13F-HR 0001420506-25-000779 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,892 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $364,645.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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