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Choate Investment Advisors: UPS position timeline

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

Choate Investment Advisors held 15,367 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,367 shares
    Change vs previous 13F -4,197 shares

    0.03% of the 13F portfolio, value $1,651,953.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 19,564 shares
    Change vs previous 13F +244 shares

    0.04% of the 13F portfolio, value $1,924,706.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 19,320 shares
    Change vs previous 13F +16,576 shares

    0.04% of the 13F portfolio, value $1,916,351.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 2,744 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $229,210.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 3,028 shares
    Change vs previous 13F -2,350 shares

    0.01% of the 13F portfolio, value $305,646.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 5,378 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $591,526.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 5,176 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $652,694.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 4,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $663,703.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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