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Birch Hill Investment Advisors LLC: UPS position timeline

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

Birch Hill Investment Advisors LLC held 9,475 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,475 shares
    Change vs previous 13F -680 shares

    0.04% of the 13F portfolio, value $1,018,562.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors 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 10,155 shares
    Change vs previous 13F -1,355 shares

    0.04% of the 13F portfolio, value $999,049.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment Advisors 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 11,510 shares
    Change vs previous 13F -971 shares

    0.05% of the 13F portfolio, value $1,141,677.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment Advisors 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 12,481 shares
    Change vs previous 13F -2,500 shares

    0.04% of the 13F portfolio, value $1,042,538.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment Advisors 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 14,981 shares
    Change vs previous 13F -5,580 shares

    0.07% of the 13F portfolio, value $1,512,182.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment Advisors 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 20,561 shares
    Change vs previous 13F -17,741 shares

    0.11% of the 13F portfolio, value $2,261,504.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment Advisors LLC
    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 38,302 shares
    Change vs previous 13F -4,563 shares

    0.22% of the 13F portfolio, value $4,829,882.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment Advisors LLC
    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 42,865 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,844,214.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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