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Kestra Advisory Services, LLC: UPS position timeline

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

Kestra Advisory Services, LLC held 462,391 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,391 shares
    Change vs previous 13F +30,224 shares

    0.11% of the 13F portfolio, value $49,706,997.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,130 shares
    • Kestra Advisory Services, LLC: 381,835 shares
    • Kestra Investment Management, LLC: 31,426 shares

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

  2. period ended2026-03-31
    13F 432,167 shares
    Change vs previous 13F +55,089 shares

    0.11% of the 13F portfolio, value $42,516,606.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,247 shares
    • Kestra Advisory Services, LLC: 362,749 shares
    • Kestra Investment Management, LLC: 26,171 shares

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

  3. period ended2025-12-31
    13F 377,078 shares
    Change vs previous 13F +14,048 shares

    0.1% of the 13F portfolio, value $37,402,330.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,137 shares
    • Kestra Advisory Services, LLC: 326,732 shares
    • Kestra Investment Management, LLC: 2,209 shares

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

  4. period ended2025-09-30
    13F 363,030 shares
    Change vs previous 13F +67,022 shares

    0.1% of the 13F portfolio, value $30,323,888.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,032 shares
    • Kestra Advisory Services, LLC: 302,998 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 296,008 shares
    Change vs previous 13F +80,026 shares

    0.1% of the 13F portfolio, value $29,879,025.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,329 shares
    • Kestra Advisory Services, LLC: 229,707 shares
    • Kestra Investment Management, LLC: 10,972 shares

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

  6. period ended2025-03-31
    13F/A 215,982 shares
    Change vs previous 13F -29,769 shares

    0.08% of the 13F portfolio, value $23,755,861.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,508 shares
    • Kestra Advisory Services, LLC: 144,740 shares
    • Kestra Investment Management, LLC: 13,734 shares

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

  7. period ended2024-12-31
    13F 245,751 shares
    Change vs previous 13F -8,780 shares

    0.12% of the 13F portfolio, value $30,989,235.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 78,852 shares
    • Kestra Advisory Services, LLC: 157,339 shares
    • Kestra Investment Management, LLC: 9,560 shares

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

  8. period ended2024-09-30
    13F 254,531 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $34,702,778.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,909 shares
    • Kestra Advisory Services, LLC: 175,596 shares
    • Kestra Investment Management, LLC: 7,026 shares

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