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VestGen Advisors, LLC: UPS position timeline

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

VestGen Advisors, LLC held 87,060 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 87,060 shares
    Change vs previous 13F +78 shares

    0.28% of the 13F portfolio, value $9,358,980.

    13F-HR 0002050130-26-000005 filed by VestGen 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 86,982 shares
    Change vs previous 13F +1,431 shares

    0.24% of the 13F portfolio, value $8,562,552.

    13F-HR 0002050130-26-000004 filed by VestGen 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 85,551 shares
    Change vs previous 13F -2,147 shares

    0.36% of the 13F portfolio, value $8,485,760.

    13F-HR 0002050130-26-000001 filed by VestGen 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 87,698 shares
    Change vs previous 13F +11,481 shares

    0.24% of the 13F portfolio, value $7,325,441.

    13F-HR 0002050130-25-000006 filed by VestGen 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 76,217 shares
    Change vs previous 13F +24,804 shares

    0.29% of the 13F portfolio, value $7,311,790.

    13F-HR 0002050130-25-000005 filed by VestGen 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 51,413 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,654,874.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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