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Focus Partners Wealth: UPS position timeline

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

Focus Partners Wealth held 394,533 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,533 shares
    Change vs previous 13F +39,619 shares

    0.04% of the 13F portfolio, value $42,412,545.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 371,480 shares
    • Focus Partners Advisor Solutions, LLC: 23,053 shares

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

  2. period ended2026-03-31
    13F 354,914 shares
    Change vs previous 13F -15,497 shares

    0.03% of the 13F portfolio, value $34,915,536.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 321,420 shares
    • Focus Partners Advisor Solutions, LLC: 33,494 shares

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

  3. period ended2025-12-31
    13F 370,411 shares
    Change vs previous 13F +53,629 shares

    0.04% of the 13F portfolio, value $36,641,927.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 332,793 shares
    • Focus Partners Advisor Solutions, LLC: 37,618 shares

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

  4. period ended2025-09-30
    13F 316,782 shares
    Change vs previous 13F -4,094 shares

    0.04% of the 13F portfolio, value $26,695,166.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 283,863 shares
    • Focus Partners Advisor Solutions, LLC: 32,919 shares

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

  5. period ended2025-06-30
    13F 320,876 shares
    Change vs previous 13F -84,642 shares

    0.06% of the 13F portfolio, value $32,389,352.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 300,879 shares
    • Focus Partners Advisor Solutions, LLC: 19,997 shares

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

  6. period ended2025-03-31
    13F/A 405,518 shares
    Change vs previous 13F -36,941 shares

    0.1% of the 13F portfolio, value $44,603,179.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 385,838 shares
    • Focus Partners Advisor Solutions, LLC: 19,680 shares

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

  7. period ended2024-12-31
    13F/A 442,459 shares
    Change vs previous 13F +68,496 shares

    0.13% of the 13F portfolio, value $55,794,548.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 426,706 shares
    • Focus Partners Advisor Solutions, LLC: 15,753 shares

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

  8. period ended2024-09-30
    13F 373,963 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $50,986,306.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 364,886 shares
    • Focus Partners Advisor Solutions, LLC: 9,077 shares

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