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Disclosery

Clark & Stuart, Inc: UPS position timeline

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

Clark & Stuart, Inc held 85,593 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,593 shares
    Change vs previous 13F +2,517 shares

    5.77% of the 13F portfolio, value $9,201,248.

    13F-HR 0001754960-26-000477 filed by Clark & Stuart, 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 83,076 shares
    Change vs previous 13F -122 shares

    5.51% of the 13F portfolio, value $8,173,017.

    13F-HR 0001754960-26-000232 filed by Clark & Stuart, 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 83,198 shares
    Change vs previous 13F -3,974 shares

    5.69% of the 13F portfolio, value $8,252,410.

    13F-HR 0001754960-26-000012 filed by Clark & Stuart, 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 87,172 shares
    Change vs previous 13F +24,694 shares

    5.21% of the 13F portfolio, value $7,281,477.

    13F-HR 0001754960-25-000666 filed by Clark & Stuart, 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 62,478 shares
    Change vs previous 13F +3,450 shares

    4.75% of the 13F portfolio, value $6,306,529.

    13F-HR 0001754960-25-000467 filed by Clark & Stuart, 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 59,028 shares
    Change vs previous 13F +113 shares

    4.73% of the 13F portfolio, value $6,492,490.

    13F-HR 0001754960-25-000224 filed by Clark & Stuart, 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 58,915 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $7,429,182.

    13F-HR 0001754960-25-000001 filed by Clark & Stuart, Inc
    Filed (acceptance time not in the bulk data set), ingested

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