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Waverly Advisors, LLC: UPS position timeline

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

Waverly Advisors, LLC held 219,269 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,269 shares
    Change vs previous 13F +4,430 shares

    0.14% of the 13F portfolio, value $23,571,465.

    13F-HR 0001398344-26-014582 filed by Waverly 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 214,839 shares
    Change vs previous 13F +4,174 shares

    0.16% of the 13F portfolio, value $21,135,848.

    13F-HR 0001398344-26-009223 filed by Waverly 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 210,665 shares
    Change vs previous 13F +41,860 shares

    0.17% of the 13F portfolio, value $20,895,792.

    13F-HR 0001398344-26-003224 filed by Waverly 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 168,805 shares
    Change vs previous 13F -3,364 shares

    0.14% of the 13F portfolio, value $14,100,258.

    13F-HR 0001398344-25-020944 filed by Waverly 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 172,169 shares
    Change vs previous 13F +11,790 shares

    0.19% of the 13F portfolio, value $17,378,786.

    13F-HR 0001398344-25-015429 filed by Waverly 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 160,379 shares
    Change vs previous 13F +9,951 shares

    0.22% of the 13F portfolio, value $17,640,109.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 150,428 shares
    Change vs previous 13F +65,493 shares

    0.29% of the 13F portfolio, value $18,968,991.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 84,935 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,580,033.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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