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Disclosery

LPL Financial LLC: UPS position timeline

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

LPL Financial LLC held 1,604,877 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,604,877 shares
    Change vs previous 13F +57,835 shares

    0.04% of the 13F portfolio, value $172,524,255.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 1,547,042 shares
    Change vs previous 13F +64,096 shares

    0.04% of the 13F portfolio, value $152,197,966.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 1,482,946 shares
    Change vs previous 13F -190,576 shares

    0.04% of the 13F portfolio, value $147,093,386.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 1,673,522 shares
    Change vs previous 13F -15,379 shares

    0.04% of the 13F portfolio, value $139,789,243.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 1,688,901 shares
    Change vs previous 13F +119,402 shares

    0.06% of the 13F portfolio, value $170,477,669.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,569,499 shares
    Change vs previous 13F +186,947 shares

    0.07% of the 13F portfolio, value $172,629,133.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,382,552 shares
    Change vs previous 13F +37,053 shares

    0.07% of the 13F portfolio, value $174,339,748.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,345,499 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $183,445,321.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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