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Kovack Advisors, Inc.: UPS position timeline

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

Kovack Advisors, Inc. held 9,279 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,279 shares
    Change vs previous 13F -794 shares

    0.05% of the 13F portfolio, value $1,013,673.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 10,073 shares
    Change vs previous 13F -6,891 shares

    0.05% of the 13F portfolio, value $987,428.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 16,964 shares
    Change vs previous 13F +10,014 shares

    0.08% of the 13F portfolio, value $1,682,673.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 6,950 shares
    Change vs previous 13F +761 shares

    0.05% of the 13F portfolio, value $580,519.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 6,189 shares
    Change vs previous 13F +1,299 shares

    0.06% of the 13F portfolio, value $624,690.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 4,890 shares
    Change vs previous 13F -107 shares

    0.06% of the 13F portfolio, value $537,832.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 4,997 shares
    Change vs previous 13F +628 shares

    0.06% of the 13F portfolio, value $630,064.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 4,369 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $595,678.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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