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Aull & Monroe Investment Management Corp: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aull & Monroe Investment Management Corp on UPS, newest first. How the timeline and the estimate are built.

Aull & Monroe Investment Management Corp held 10,030 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,030 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,078,225.

    13F-HR 0001387615-26-000003 filed by Aull & Monroe Investment Management Corp
    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 10,030 shares
    Change vs previous 13F +180 shares

    0.46% of the 13F portfolio, value $986,751.

    13F-HR 0001387615-26-000002 filed by Aull & Monroe Investment Management Corp
    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 9,850 shares
    Change vs previous 13F -10 shares

    0.49% of the 13F portfolio, value $977,022.

    13F-HR 0001387615-26-000001 filed by Aull & Monroe Investment Management Corp
    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 9,860 shares
    Change vs previous 13F -270 shares

    0.42% of the 13F portfolio, value $823,606.

    13F-HR 0001387615-25-000003 filed by Aull & Monroe Investment Management Corp
    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 10,130 shares
    Change vs previous 13F -1,525 shares

    0.55% of the 13F portfolio, value $1,022,522.

    13F-HR 0001085146-25-004266 filed by Aull & Monroe Investment Management Corp
    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 11,655 shares
    Change vs previous 13F -175 shares

    0.64% of the 13F portfolio, value $1,281,933.

    13F-HR 0001085146-25-003121 filed by Aull & Monroe Investment Management Corp
    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 11,830 shares
    Change vs previous 13F -850 shares

    0.76% of the 13F portfolio, value $1,491,763.

    13F-HR 0001085146-25-000875 filed by Aull & Monroe Investment Management Corp
    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 12,680 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,728,791.

    13F-HR 0001085146-24-005288 filed by Aull & Monroe Investment Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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