Pure Financial Advisors, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pure Financial Advisors, LLC on UPS, newest first. How the timeline and the estimate are built.
Pure Financial Advisors, LLC held 19,267 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 19,267 sharesChange vs previous 13F -85 shares
0.03% of the 13F portfolio, value $2,071,166.
13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,352 sharesChange vs previous 13F -274 shares
0.03% of the 13F portfolio, value $1,903,804.
13F-HR 0001571556-26-000004 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 19,626 sharesChange vs previous 13F +696 shares
0.03% of the 13F portfolio, value $1,946,688.
13F-HR 0001571556-26-000001 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,930 sharesChange vs previous 13F -1,857 shares
0.03% of the 13F portfolio, value $1,581,219.
13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,787 sharesChange vs previous 13F -13 shares
0.04% of the 13F portfolio, value $2,098,192.
13F-HR 0001571556-25-000005 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,800 sharesChange vs previous 13F +2,358 shares
0.05% of the 13F portfolio, value $2,287,802.
13F-HR 0001571556-25-000003 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,442 sharesChange vs previous 13F +285 shares
0.05% of the 13F portfolio, value $2,325,536.
13F-HR 0001571556-25-000001 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,157 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,475,525.
13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).