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Bleakley Financial Group, LLC: UPS position timeline

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

Bleakley Financial Group, LLC held 27,503 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,503 shares
    Change vs previous 13F +1,204 shares

    0.04% of the 13F portfolio, value $2,956,562.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 26,299 shares
    Change vs previous 13F +2,760 shares

    0.04% of the 13F portfolio, value $2,587,265.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 23,539 shares
    Change vs previous 13F +1,115 shares

    0.04% of the 13F portfolio, value $2,334,794.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 22,424 shares
    Change vs previous 13F -4,701 shares

    0.04% of the 13F portfolio, value $1,873,045.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 27,125 shares
    Change vs previous 13F -1,324 shares

    0.07% of the 13F portfolio, value $2,737,994.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 28,449 shares
    Change vs previous 13F -5,534 shares

    0.1% of the 13F portfolio, value $3,129,079.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 33,983 shares
    Change vs previous 13F -28,595 shares

    0.13% of the 13F portfolio, value $4,285,222.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 62,578 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,531,942.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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