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Disclosery

Net Worth Advisory Group: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on UPS, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 7,861 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,861 shares
    Change vs previous 13F -156 shares

    0.21% of the 13F portfolio, value $845,073.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 8,017 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $788,672.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 8,073 shares
    Change vs previous 13F +3,583 shares

    0.16% of the 13F portfolio, value $800,742.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 4,490 shares
    Change vs previous 13F -122 shares

    0.11% of the 13F portfolio, value $375,062.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 4,612 shares
    Change vs previous 13F +187 shares

    0.1% of the 13F portfolio, value $465,517.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 4,425 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $486,667.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 4,443 shares
    Change vs previous 13F -45 shares

    0.17% of the 13F portfolio, value $560,212.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 4,488 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $611,876.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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