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Providence Capital Advisors, LLC: UPS position timeline

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

Providence Capital Advisors, LLC held 39,181 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,181 shares
    Change vs previous 13F -135 shares

    0.64% of the 13F portfolio, value $4,211,923.

    13F-HR 0001730814-26-000004 filed by Providence Capital 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 39,316 shares
    Change vs previous 13F +1,056 shares

    0.63% of the 13F portfolio, value $3,867,876.

    13F-HR 0001730814-26-000003 filed by Providence Capital 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 38,260 shares
    Change vs previous 13F +1,326 shares

    0.64% of the 13F portfolio, value $3,794,977.

    13F-HR 0001730814-26-000002 filed by Providence Capital 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 36,934 shares
    Change vs previous 13F +1,103 shares

    0.53% of the 13F portfolio, value $3,085,070.

    13F-HR 0001730814-25-000009 filed by Providence Capital 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 35,831 shares
    Change vs previous 13F +9,575 shares

    0.66% of the 13F portfolio, value $3,616,748.

    13F-HR 0001730814-25-000005 filed by Providence Capital 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 26,256 shares
    Change vs previous 13F +240 shares

    0.6% of the 13F portfolio, value $2,887,971.

    13F-HR 0001730814-25-000004 filed by Providence Capital 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 26,016 shares
    Change vs previous 13F +221 shares

    0.67% of the 13F portfolio, value $3,280,702.

    13F-HR 0001730814-25-000002 filed by Providence Capital 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 25,795 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,516,982.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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