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Disclosery

Tradition Wealth Management, LLC: UPS position timeline

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

Tradition Wealth Management, LLC held 14,926 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,926 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $1,604,592.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 14,889 shares
    Change vs previous 13F +1,130 shares

    0.1% of the 13F portfolio, value $1,464,797.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 13,759 shares
    Change vs previous 13F -307 shares

    0.1% of the 13F portfolio, value $1,364,722.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 14,066 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $1,174,948.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 14,047 shares
    Change vs previous 13F -292 shares

    0.11% of the 13F portfolio, value $1,417,870.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 14,339 shares
    Change vs previous 13F +365 shares

    0.14% of the 13F portfolio, value $1,577,145.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 13,974 shares
    Change vs previous 13F -76 shares

    0.16% of the 13F portfolio, value $1,762,152.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 14,050 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,915,612.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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