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Disclosery

Performance Wealth Partners, LLC: UPS position timeline

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

Performance Wealth Partners, LLC held 6,983 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,983 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $750,672.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 6,966 shares
    Change vs previous 13F +330 shares

    0.02% of the 13F portfolio, value $685,315.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 6,636 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $658,242.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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