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Annie E. Casey Foundation, Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annie E. Casey Foundation, Inc. on UPS, newest first. How the timeline and the estimate are built.

Annie E. Casey Foundation, Inc. held 421,036 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 421,036 shares
    Change vs previous 13F 0 shares

    100% of the 13F portfolio, value $35,169,137.

    13F-HR 0001104659-25-107538 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 421,036 shares
    Change vs previous 13F 0 shares

    100% of the 13F portfolio, value $42,499,374.

    13F-HR 0001104659-25-078456 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 421,036 shares
    Change vs previous 13F 0 shares

    62.53% of the 13F portfolio, value $46,309,750.

    13F-HR 0001104659-25-048256 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 421,036 shares
    Change vs previous 13F not available

    77.79% of the 13F portfolio, value $53,092,640.

    13F-HR 0001104659-25-011358 filed by Annie E. Casey Foundation, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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