Wealthfront Advisers LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on UPS, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 103,409 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 103,409 sharesChange vs previous 13F -5,657 shares
0.02% of the 13F portfolio, value $11,116,467.
13F-HR 0002085853-26-000956 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 109,066 sharesChange vs previous 13F +543 shares
0.02% of the 13F portfolio, value $10,729,913.
13F-HR 0002085853-26-000564 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 108,523 sharesChange vs previous 13F +9,847 shares
0.02% of the 13F portfolio, value $10,764,396.
13F-HR 0002085853-26-000151 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 98,676 sharesChange vs previous 13F +15,474 shares
0.02% of the 13F portfolio, value $8,242,406.
13F-HR 0002085853-25-000235 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83,202 sharesChange vs previous 13F +34,851 shares
0.02% of the 13F portfolio, value $8,398,410.
13F-HR 0001667731-25-001032 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,351 sharesChange vs previous 13F +11,998 shares
0.01% of the 13F portfolio, value $5,318,127.
13F-HR 0001667731-25-000578 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 36,353 sharesChange vs previous 13F +20,968 shares
0.01% of the 13F portfolio, value $4,584,113.
13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,385 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,097,591.
13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).