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White Knight Strategic Wealth Advisors, LLC: UPS position timeline

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

White Knight Strategic Wealth Advisors, LLC held 0 UPS shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,181 shares

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,181 shares
    Change vs previous 13F -250 shares

    0.38% of the 13F portfolio, value $513,903.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth 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 ended2025-09-30
    13F 5,431 shares
    Change vs previous 13F +784 shares

    0.36% of the 13F portfolio, value $453,651.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth 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 ended2025-06-30
    13F 4,647 shares
    Change vs previous 13F +705 shares

    0.4% of the 13F portfolio, value $469,068.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth 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 ended2025-03-31
    13F 3,942 shares
    Change vs previous 13F -5,552 shares

    0.4% of the 13F portfolio, value $433,581.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth 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 ended2024-12-31
    13F 9,494 shares
    Change vs previous 13F +4,762 shares

    0.5% of the 13F portfolio, value $1,197,193.

    13F-HR 0001904677-25-000001 filed by White Knight Strategic Wealth 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 ended2024-09-30
    13F 4,732 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $645,161.

    13F-HR 0001904677-24-000005 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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