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Disclosery

Bell Bank: UPS position timeline

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

Bell Bank held 112,911 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,911 shares
    Change vs previous 13F +2,791 shares

    0.46% of the 13F portfolio, value $12,137,933.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 110,120 shares
    Change vs previous 13F -5,505 shares

    0.46% of the 13F portfolio, value $10,833,605.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    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 115,625 shares
    Change vs previous 13F -8,992 shares

    0.49% of the 13F portfolio, value $11,468,844.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    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 124,617 shares
    Change vs previous 13F +11,318 shares

    0.45% of the 13F portfolio, value $10,409,258.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 113,299 shares
    Change vs previous 13F +39,069 shares

    0.53% of the 13F portfolio, value $11,436,401.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 74,230 shares
    Change vs previous 13F +6,424 shares

    0.44% of the 13F portfolio, value $8,164,557.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    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 67,806 shares
    Change vs previous 13F +8,712 shares

    0.64% of the 13F portfolio, value $8,550,337.

    13F-HR 0001062993-25-001486 filed by Bell Bank
    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 59,094 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $8,056,876.

    13F-HR 0001062993-24-018364 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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