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Laurel Wealth Advisors LLC: UPS position timeline

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

Laurel Wealth Advisors LLC held 35,068 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,068 shares
    Change vs previous 13F +671 shares

    0.36% of the 13F portfolio, value $3,769,810.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 34,397 shares
    Change vs previous 13F +7,257 shares

    0.34% of the 13F portfolio, value $3,466,530.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth 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 27,140 shares
    Change vs previous 13F +1,470 shares

    0.36% of the 13F portfolio, value $2,692,017.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth 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 25,670 shares
    Change vs previous 13F +869 shares

    0.3% of the 13F portfolio, value $2,144,216.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth 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/A 24,801 shares
    Change vs previous 13F +3,252 shares

    0.37% of the 13F portfolio, value $2,503,413.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth 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 21,549 shares
    Change vs previous 13F +1,950 shares

    0.37% of the 13F portfolio, value $2,370,175.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth 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 19,599 shares
    Change vs previous 13F +767 shares

    0.39% of the 13F portfolio, value $2,471,434.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 18,832 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,567,555.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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