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Disclosery

Bristlecone Advisors, LLC: UPS position timeline

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

Bristlecone Advisors, LLC held 17,313 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,313 shares
    Change vs previous 13F -4,056 shares

    0.12% of the 13F portfolio, value $1,446,155.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 21,369 shares
    Change vs previous 13F -14,221 shares

    0.18% of the 13F portfolio, value $2,156,987.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 35,590 shares
    Change vs previous 13F +4,090 shares

    0.32% of the 13F portfolio, value $3,914,545.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 ended2024-12-31
    13F 31,500 shares
    Change vs previous 13F +6,834 shares

    0.31% of the 13F portfolio, value $3,972,150.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 ended2024-09-30
    13F 24,666 shares
    Change vs previous 13F +11,359 shares

    0.27% of the 13F portfolio, value $3,362,963.

    13F-HR 0001398344-24-019318 filed by Bristlecone 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 ended2024-06-30
    13F 13,307 shares
    Change vs previous 13F -48 shares

    0.16% of the 13F portfolio, value $1,821,063.

    13F-HR 0001398344-24-013068 filed by Bristlecone 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 ended2024-03-31
    13F 13,355 shares
    Change vs previous 13F -107 shares

    0.17% of the 13F portfolio, value $1,984,954.

    13F-HR 0001398344-24-007419 filed by Bristlecone 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 ended2023-12-31
    13F 13,462 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,116,631.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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