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Centric Wealth Management: UPS position timeline

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

Centric Wealth Management held 480,457 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480,457 shares
    Change vs previous 13F +235,399 shares

    7.66% of the 13F portfolio, value $49,285,927.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 245,058 shares
    Change vs previous 13F -17,268 shares

    4.71% of the 13F portfolio, value $23,601,573.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 262,326 shares
    Change vs previous 13F -37,448 shares

    6.11% of the 13F portfolio, value $28,926,704.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 299,774 shares
    Change vs previous 13F -2,044 shares

    6.43% of the 13F portfolio, value $28,904,248.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 301,818 shares
    Change vs previous 13F -40,712 shares

    6.25% of the 13F portfolio, value $26,158,564.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 342,530 shares
    Change vs previous 13F -6,610 shares

    9.9% of the 13F portfolio, value $37,674,923.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 349,140 shares
    Change vs previous 13F -276 shares

    11.89% of the 13F portfolio, value $44,026,526.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 349,416 shares
    Change vs previous 13F not available

    12.44% of the 13F portfolio, value $46,793,849.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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