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Disclosery

NWF Advisory Services Inc.: UPS position timeline

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

NWF Advisory Services Inc. held 1,944 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,944 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $208,892.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 2,461 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $242,038.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 2,493 shares
    Change vs previous 13F +2,493 shares

    0.03% of the 13F portfolio, value $247,214.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 0 shares
    Change vs previous 13F -3,333 shares

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 3,333 shares
    Change vs previous 13F +221 shares

    0.04% of the 13F portfolio, value $336,427.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 3,112 shares
    Change vs previous 13F -1,025 shares

    0.05% of the 13F portfolio, value $342,174.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 4,137 shares
    Change vs previous 13F +1,687 shares

    0.08% of the 13F portfolio, value $521,615.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 2,450 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $333,801.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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