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Kingsview Wealth Management, LLC: UPS position timeline

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

Kingsview Wealth Management, LLC held 29,508 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,508 shares
    Change vs previous 13F +778 shares

    0.04% of the 13F portfolio, value $3,172,078.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 28,730 shares
    Change vs previous 13F +389 shares

    0.04% of the 13F portfolio, value $2,826,444.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 ended2025-12-31
    13F 28,341 shares
    Change vs previous 13F +2,861 shares

    0.04% of the 13F portfolio, value $2,811,178.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 ended2025-09-30
    13F 25,480 shares
    Change vs previous 13F -13,205 shares

    0.03% of the 13F portfolio, value $2,128,368.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 ended2025-06-30
    13F 38,685 shares
    Change vs previous 13F +6,480 shares

    0.07% of the 13F portfolio, value $3,904,854.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 32,205 shares
    Change vs previous 13F +11,485 shares

    0.07% of the 13F portfolio, value $3,542,173.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 20,720 shares
    Change vs previous 13F -19,261 shares

    0.05% of the 13F portfolio, value $2,612,830.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, 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 39,981 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,451,009.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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