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Cladis Investment Advisory, LLC: UPS position timeline

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

Cladis Investment Advisory, LLC held 18,271 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,271 shares
    Change vs previous 13F -1,299 shares

    0.92% of the 13F portfolio, value $1,964,141.

    13F-HR 0001911520-26-000003 filed by Cladis Investment Advisory, LLC
    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 19,570 shares
    Change vs previous 13F -2,968 shares

    1.06% of the 13F portfolio, value $1,925,321.

    13F-HR 0001911520-26-000002 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,538 shares
    Change vs previous 13F -5,398 shares

    1.22% of the 13F portfolio, value $2,235,586.

    13F-HR 0001911520-26-000001 filed by Cladis Investment Advisory, LLC
    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 27,936 shares
    Change vs previous 13F +8,344 shares

    1.34% of the 13F portfolio, value $2,333,453.

    13F-HR 0001911520-25-000006 filed by Cladis Investment Advisory, LLC
    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 19,592 shares
    Change vs previous 13F +3,876 shares

    1.24% of the 13F portfolio, value $1,977,665.

    13F-HR 0001911520-25-000005 filed by Cladis Investment Advisory, LLC
    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 15,716 shares
    Change vs previous 13F +3,701 shares

    1.25% of the 13F portfolio, value $1,728,559.

    13F-HR 0001911520-25-000003 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,015 shares
    Change vs previous 13F +876 shares

    1.07% of the 13F portfolio, value $1,515,078.

    13F-HR 0001911520-25-000001 filed by Cladis Investment Advisory, LLC
    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 11,139 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,518,725.

    13F-HR 0001911520-24-000016 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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