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Disclosery

TFG Advisers LLC: UPS position timeline

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

TFG Advisers LLC held 8,252 UPS shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,252 shares
    Change vs previous 13F +453 shares

    0.29% of the 13F portfolio, value $832,977.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,799 shares
    Change vs previous 13F -1 shares

    0.31% of the 13F portfolio, value $857,814.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,800 shares
    Change vs previous 13F +375 shares

    0.35% of the 13F portfolio, value $983,634.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 7,425 shares
    Change vs previous 13F -63 shares

    0.36% of the 13F portfolio, value $1,012,388.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,488 shares
    Change vs previous 13F -79 shares

    0.4% of the 13F portfolio, value $1,024,716.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,567 shares
    Change vs previous 13F -74 shares

    0.44% of the 13F portfolio, value $1,124,718.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,641 shares
    Change vs previous 13F -221 shares

    0.5% of the 13F portfolio, value $1,201,435.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,862 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,225,473.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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