Skip to content
Disclosery

PFG Investments, LLC: UPS position timeline

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

PFG Investments, LLC held 63,437 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,437 shares
    Change vs previous 13F +1,900 shares

    0.26% of the 13F portfolio, value $6,819,435.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 61,537 shares
    Change vs previous 13F +266 shares

    0.28% of the 13F portfolio, value $6,054,004.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 61,271 shares
    Change vs previous 13F +4,839 shares

    0.29% of the 13F portfolio, value $6,077,480.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 56,432 shares
    Change vs previous 13F +7,196 shares

    0.24% of the 13F portfolio, value $4,713,772.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 49,236 shares
    Change vs previous 13F -123 shares

    0.29% of the 13F portfolio, value $4,969,832.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 49,359 shares
    Change vs previous 13F +1,462 shares

    0.35% of the 13F portfolio, value $5,428,992.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 47,897 shares
    Change vs previous 13F +34,379 shares

    0.38% of the 13F portfolio, value $6,039,850.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 13,518 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,843,101.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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