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Disclosery

RFG Advisory, LLC: UPS position timeline

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

RFG Advisory, LLC held 20,739 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,739 shares
    Change vs previous 13F +4,714 shares

    0.03% of the 13F portfolio, value $2,229,422.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 16,025 shares
    Change vs previous 13F -19,232 shares

    0.03% of the 13F portfolio, value $1,576,493.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 35,257 shares
    Change vs previous 13F +16,569 shares

    0.07% of the 13F portfolio, value $3,497,097.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 18,688 shares
    Change vs previous 13F -12,728 shares

    0.03% of the 13F portfolio, value $1,560,967.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 31,416 shares
    Change vs previous 13F +22,374 shares

    0.07% of the 13F portfolio, value $3,171,096.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 9,042 shares
    Change vs previous 13F -3,847 shares

    0.03% of the 13F portfolio, value $994,534.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 12,889 shares
    Change vs previous 13F +158 shares

    0.05% of the 13F portfolio, value $1,625,329.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 12,731 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,735,746.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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