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Signature Wealth Management Group: UPS position timeline

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

Signature Wealth Management Group held 32,213 UPS shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 32,213 shares
    Change vs previous 13F +183 shares

    1.2% of the 13F portfolio, value $3,169,069.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,030 shares
    Change vs previous 13F +3,011 shares

    1.3% of the 13F portfolio, value $3,177,082.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 29,019 shares
    Change vs previous 13F +519 shares

    0.94% of the 13F portfolio, value $2,423,931.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 28,500 shares
    Change vs previous 13F +514 shares

    1.14% of the 13F portfolio, value $2,876,788.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 27,986 shares
    Change vs previous 13F +1,789 shares

    1.2% of the 13F portfolio, value $3,078,219.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,197 shares
    Change vs previous 13F +995 shares

    1.33% of the 13F portfolio, value $3,303,463.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,202 shares
    Change vs previous 13F +566 shares

    1.38% of the 13F portfolio, value $3,436,017.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,636 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,371,380.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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