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Soltis Investment Advisors LLC: UPS position timeline

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

Soltis Investment Advisors LLC held 73,615 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,615 shares
    Change vs previous 13F +3,770 shares

    0.46% of the 13F portfolio, value $7,913,588.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 69,845 shares
    Change vs previous 13F +6,398 shares

    0.45% of the 13F portfolio, value $6,871,369.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 63,447 shares
    Change vs previous 13F +2,595 shares

    0.41% of the 13F portfolio, value $6,293,307.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 60,852 shares
    Change vs previous 13F +18,926 shares

    0.35% of the 13F portfolio, value $5,082,967.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 41,926 shares
    Change vs previous 13F +4,841 shares

    0.33% of the 13F portfolio, value $4,231,961.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 37,085 shares
    Change vs previous 13F +5,482 shares

    0.36% of the 13F portfolio, value $4,078,974.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 31,603 shares
    Change vs previous 13F -1,977 shares

    0.37% of the 13F portfolio, value $3,985,140.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 33,580 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,578,240.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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