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Disclosery

Wiser Advisor Group LLC: UPS position timeline

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

Wiser Advisor Group LLC held 0 UPS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -313 shares

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group 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 ended2025-03-31
    13F 313 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $34,478.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 309 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $38,991.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 305 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $41,632.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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