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Disclosery

Winch Advisory Services, LLC: UPS position timeline

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

Winch Advisory Services, LLC held 782 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 782 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $84,023.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 520 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $51,196.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 463 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $45,971.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 456 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $38,076.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 332 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $33,536.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 327 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $35,937.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 322 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $40,642.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 162 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,121.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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