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Disclosery

Berry Wealth Group, LP: UPS position timeline

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

Berry Wealth Group, LP held 2,411 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,411 shares
    Change vs previous 13F +35 shares

    0.83% of the 13F portfolio, value $259,223.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, 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 2,376 shares
    Change vs previous 13F +33 shares

    0.87% of the 13F portfolio, value $233,746.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, 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 2,343 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $232,360.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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