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Wealthcare Advisory Partners LLC: UPS position timeline

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

Wealthcare Advisory Partners LLC held 52,755 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,755 shares
    Change vs previous 13F -3,663 shares

    0.11% of the 13F portfolio, value $5,671,206.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 56,418 shares
    Change vs previous 13F -8,531 shares

    0.11% of the 13F portfolio, value $5,550,429.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 64,949 shares
    Change vs previous 13F +4,093 shares

    0.13% of the 13F portfolio, value $6,442,330.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 60,856 shares
    Change vs previous 13F +250 shares

    0.11% of the 13F portfolio, value $5,083,281.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 60,606 shares
    Change vs previous 13F -1,030 shares

    0.14% of the 13F portfolio, value $6,117,588.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 61,636 shares
    Change vs previous 13F +3,633 shares

    0.18% of the 13F portfolio, value $6,779,358.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 58,003 shares
    Change vs previous 13F +10,041 shares

    0.2% of the 13F portfolio, value $7,314,162.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 47,962 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,539,177.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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