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Mutual Advisors, LLC: UPS position timeline

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

Mutual Advisors, LLC held 83,234 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,234 shares
    Change vs previous 13F +3,182 shares

    0.17% of the 13F portfolio, value $8,947,702.

    13F-HR 0001986152-26-000154 filed by Mutual 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 80,052 shares
    Change vs previous 13F -9,049 shares

    0.17% of the 13F portfolio, value $7,875,544.

    13F-HR 0001986152-26-000054 filed by Mutual 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 89,101 shares
    Change vs previous 13F -18,014 shares

    0.19% of the 13F portfolio, value $8,837,893.

    13F-HR 0001986152-26-000005 filed by Mutual 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 107,115 shares
    Change vs previous 13F +36,761 shares

    0.21% of the 13F portfolio, value $9,322,227.

    13F-HR 0001986152-25-000100 filed by Mutual 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 70,354 shares
    Change vs previous 13F +11,315 shares

    0.18% of the 13F portfolio, value $7,285,905.

    13F-HR 0001986152-25-000050 filed by Mutual 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 59,039 shares
    Change vs previous 13F +21,584 shares

    0.17% of the 13F portfolio, value $5,780,460.

    13F-HR 0001986152-25-000037 filed by Mutual 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 37,455 shares
    Change vs previous 13F +8,590 shares

    0.14% of the 13F portfolio, value $4,866,880.

    13F-HR 0001986152-25-000002 filed by Mutual 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 28,865 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,993,487.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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