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Disclosery

NWM ADVISORS, LLC: UPS position timeline

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

NWM ADVISORS, LLC held 15,718 UPS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 15,718 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $1,689,685.

    13F-HR/A 0002098824-26-000005 filed by NWM 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 15,718 shares
    Change vs previous 13F -1,634 shares

    1.41% of the 13F portfolio, value $1,546,337.

    13F-HR 0002098824-26-000002 filed by NWM 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 17,352 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,721,145.

    13F-HR 0002098824-26-000001 filed by NWM ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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