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NewEdge Advisors, LLC: UPS position timeline

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

NewEdge Advisors, LLC held 281,884 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,884 shares
    Change vs previous 13F +44,293 shares

    0.09% of the 13F portfolio, value $30,302,626.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 237,591 shares
    Change vs previous 13F -3,351 shares

    0.08% of the 13F portfolio, value $23,374,257.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 240,942 shares
    Change vs previous 13F +63,058 shares

    0.09% of the 13F portfolio, value $23,899,059.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 177,884 shares
    Change vs previous 13F +57,131 shares

    0.07% of the 13F portfolio, value $14,858,718.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 120,753 shares
    Change vs previous 13F +28,802 shares

    0.06% of the 13F portfolio, value $12,188,777.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 91,951 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $10,113,774.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 92,100 shares
    Change vs previous 13F -1,478 shares

    0.07% of the 13F portfolio, value $11,613,838.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 93,578 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,758,374.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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