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Disclosery

LifeGuide Financial Advisors, LLC: UPS position timeline

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

LifeGuide Financial Advisors, LLC held 4,173 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,173 shares
    Change vs previous 13F -248 shares

    0.13% of the 13F portfolio, value $448,598.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial 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 4,421 shares
    Change vs previous 13F -304 shares

    0.14% of the 13F portfolio, value $434,938.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial 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 4,725 shares
    Change vs previous 13F -195 shares

    0.16% of the 13F portfolio, value $477,320.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial 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 4,920 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $513,992.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial 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 4,920 shares
    Change vs previous 13F +649 shares

    0.18% of the 13F portfolio, value $496,625.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial 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 4,271 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $469,767.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial 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 4,371 shares
    Change vs previous 13F -215 shares

    0.24% of the 13F portfolio, value $551,183.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial 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 4,586 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $625,255.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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