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BROWN, LISLE/CUMMINGS, INC.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on UPS, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 9,383 UPS shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,383 shares
    Change vs previous 13F +1,087 shares

    0.23% of the 13F portfolio, value $1,008,628.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 8,296 shares
    Change vs previous 13F -194 shares

    0.2% of the 13F portfolio, value $816,180.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 8,490 shares
    Change vs previous 13F +357 shares

    0.21% of the 13F portfolio, value $842,132.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 8,133 shares
    Change vs previous 13F +1,643 shares

    0.17% of the 13F portfolio, value $679,362.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 6,490 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $655,135.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 6,115 shares
    Change vs previous 13F +1,280 shares

    0.19% of the 13F portfolio, value $672,635.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 4,835 shares
    Change vs previous 13F +357 shares

    0.18% of the 13F portfolio, value $609,740.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 4,478 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $610,485.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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