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Disclosery

Bartlett & Co. LLC: UPS position timeline

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

Bartlett & Co. LLC held 91,693 UPS shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 91,693 shares
    Change vs previous 13F -3,365 shares

    0.23% of the 13F portfolio, value $14,423,000.

    13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 95,058 shares
    Change vs previous 13F -974 shares

    0.27% of the 13F portfolio, value $14,817,000.

    13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 96,032 shares
    Change vs previous 13F +4,237 shares

    0.3% of the 13F portfolio, value $17,214,000.

    13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 91,795 shares
    Change vs previous 13F -1,054 shares

    0.34% of the 13F portfolio, value $17,807,000.

    13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 92,849 shares
    Change vs previous 13F -32 shares

    0.32% of the 13F portfolio, value $16,141,000.

    13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 92,881 shares
    Change vs previous 13F -2,825 shares

    0.32% of the 13F portfolio, value $15,004,000.

    13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 95,706 shares
    Change vs previous 13F -19,693 shares

    0.35% of the 13F portfolio, value $17,470,000.

    13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 115,399 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $24,749,000.

    13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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