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Disclosery

Sowell Financial Services LLC: UPS position timeline

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

Sowell Financial Services LLC held 79,005 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,005 shares
    Change vs previous 13F +1,342 shares

    0.28% of the 13F portfolio, value $8,493,031.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 77,663 shares
    Change vs previous 13F -5,003 shares

    0.28% of the 13F portfolio, value $7,640,519.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 82,666 shares
    Change vs previous 13F +1,989 shares

    0.3% of the 13F portfolio, value $8,199,630.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 80,677 shares
    Change vs previous 13F +168 shares

    0.26% of the 13F portfolio, value $6,738,976.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 80,509 shares
    Change vs previous 13F +6,238 shares

    0.33% of the 13F portfolio, value $8,126,564.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 74,271 shares
    Change vs previous 13F +7,642 shares

    0.37% of the 13F portfolio, value $8,169,042.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 66,629 shares
    Change vs previous 13F +216 shares

    0.44% of the 13F portfolio, value $8,401,963.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 66,413 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,055,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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