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United Advisor Group, LLC: UPS position timeline

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

United Advisor Group, LLC held 71,461 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,461 shares
    Change vs previous 13F -510 shares

    0.82% of the 13F portfolio, value $7,682,055.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 71,971 shares
    Change vs previous 13F +2,883 shares

    0.88% of the 13F portfolio, value $7,080,507.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 69,088 shares
    Change vs previous 13F +1,852 shares

    0.88% of the 13F portfolio, value $6,852,839.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 67,236 shares
    Change vs previous 13F +2,847 shares

    0.76% of the 13F portfolio, value $5,616,223.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 64,389 shares
    Change vs previous 13F +1,123 shares

    1.12% of the 13F portfolio, value $6,499,426.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 63,266 shares
    Change vs previous 13F +1,744 shares

    1.43% of the 13F portfolio, value $6,958,627.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 61,522 shares
    Change vs previous 13F -180 shares

    1.53% of the 13F portfolio, value $7,757,880.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, 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 61,702 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $8,412,451.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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