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Austin Asset Management Co Inc: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Asset Management Co Inc on UPS, newest first. How the timeline and the estimate are built.

Austin Asset Management Co Inc held 55,919 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,919 shares
    Change vs previous 13F -6,000 shares

    0.84% of the 13F portfolio, value $6,011,313.

    13F-HR 0001902024-26-000003 filed by Austin Asset Management Co Inc
    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 61,919 shares
    Change vs previous 13F +59,384 shares

    1% of the 13F portfolio, value $6,091,610.

    13F-HR 0001902024-26-000002 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,535 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $251,465.

    13F-HR 0001902024-26-000001 filed by Austin Asset Management Co Inc
    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 2,505 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $209,258.

    13F-HR 0001902024-25-000002 filed by Austin Asset Management Co Inc
    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 2,505 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $252,874.

    13F-HR 0001085146-25-004088 filed by Austin Asset Management Co Inc
    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 2,505 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $275,546.

    13F-HR 0001085146-25-002303 filed by Austin Asset Management Co Inc
    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 2,505 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $315,904.

    13F-HR 0001085146-25-000539 filed by Austin Asset Management Co Inc
    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 2,505 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $341,557.

    13F-HR 0001085146-24-005309 filed by Austin Asset Management Co Inc
    Filed (acceptance time not in the bulk data set), ingested

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