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Disclosery

BCWM, LLC: UPS position timeline

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

BCWM, LLC held 58,217 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,217 shares
    Change vs previous 13F +5,897 shares

    1.83% of the 13F portfolio, value $6,258,301.

    13F-HR 0001542165-26-000003 filed by BCWM, LLC
    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 52,320 shares
    Change vs previous 13F +2,075 shares

    1.46% of the 13F portfolio, value $5,147,232.

    13F-HR 0001542165-26-000002 filed by BCWM, LLC
    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 50,245 shares
    Change vs previous 13F +11 shares

    1.49% of the 13F portfolio, value $4,983,827.

    13F-HR 0001542165-26-000001 filed by BCWM, LLC
    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 50,234 shares
    Change vs previous 13F +2,070 shares

    1.26% of the 13F portfolio, value $4,196,044.

    13F-HR 0001542165-25-000005 filed by BCWM, LLC
    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 48,164 shares
    Change vs previous 13F +12,202 shares

    1.54% of the 13F portfolio, value $4,861,679.

    13F-HR 0001542165-25-000003 filed by BCWM, LLC
    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 35,962 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,955,460.

    13F-HR 0001542165-25-000002 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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