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Cascade Investment Advisors, Inc.: UPS position timeline

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

Cascade Investment Advisors, Inc. held 13,851 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,851 shares
    Change vs previous 13F -40 shares

    0.81% of the 13F portfolio, value $1,488,983.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
    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 13,891 shares
    Change vs previous 13F -715 shares

    0.81% of the 13F portfolio, value $1,366,597.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, 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 14,606 shares
    Change vs previous 13F -855 shares

    0.85% of the 13F portfolio, value $1,448,769.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, 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 15,461 shares
    Change vs previous 13F +1,885 shares

    0.78% of the 13F portfolio, value $1,291,457.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, 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 13,576 shares
    Change vs previous 13F +2,956 shares

    0.88% of the 13F portfolio, value $1,370,361.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, 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 10,620 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,168,094.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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