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Disclosery

Baker Avenue Asset Management, LP: UPS position timeline

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

Baker Avenue Asset Management, LP held 32,142 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,142 shares
    Change vs previous 13F +464 shares

    0.07% of the 13F portfolio, value $3,455,298.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 31,678 shares
    Change vs previous 13F +1,231 shares

    0.07% of the 13F portfolio, value $3,116,485.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 30,447 shares
    Change vs previous 13F -322 shares

    0.07% of the 13F portfolio, value $3,020,023.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 30,769 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $2,570,135.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 30,886 shares
    Change vs previous 13F -29,475 shares

    0.09% of the 13F portfolio, value $3,117,669.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 60,361 shares
    Change vs previous 13F -2,616 shares

    0.21% of the 13F portfolio, value $6,639,151.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 62,977 shares
    Change vs previous 13F -400 shares

    0.24% of the 13F portfolio, value $7,941,384.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 63,377 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,640,861.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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