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WBI INVESTMENTS, LLC: UPS position timeline

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

WBI INVESTMENTS, LLC held 25,486 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,486 shares
    Change vs previous 13F +1,144 shares

    0.68% of the 13F portfolio, value $2,739,745.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 24,342 shares
    Change vs previous 13F -7,051 shares

    0.66% of the 13F portfolio, value $2,394,766.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 24,342 shares
    • MILLINGTON SECURITIES, LLC: 24,342 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 31,393 shares
    Change vs previous 13F +4,142 shares

    0.81% of the 13F portfolio, value $3,113,872.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 27,251 shares
    Change vs previous 13F -8,269 shares

    0.58% of the 13F portfolio, value $2,276,276.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 35,520 shares
    Change vs previous 13F -12,491 shares

    0.93% of the 13F portfolio, value $3,585,389.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 48,011 shares
    Change vs previous 13F +23,622 shares

    1.39% of the 13F portfolio, value $5,280,710.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 24,389 shares
    Change vs previous 13F +3,467 shares

    0.77% of the 13F portfolio, value $3,075,453.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, 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 20,922 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,852,505.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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