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Disclosery

Clean Yield Group: UPS position timeline

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

Clean Yield Group held 17,228 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,228 shares
    Change vs previous 13F +3,723 shares

    0.46% of the 13F portfolio, value $1,852,010.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 13,505 shares
    Change vs previous 13F +332 shares

    0.37% of the 13F portfolio, value $1,328,622.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 13,173 shares
    Change vs previous 13F -1,285 shares

    0.36% of the 13F portfolio, value $1,306,630.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 14,458 shares
    Change vs previous 13F +62 shares

    0.34% of the 13F portfolio, value $1,207,677.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 14,396 shares
    Change vs previous 13F +206 shares

    0.43% of the 13F portfolio, value $1,453,132.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 14,190 shares
    Change vs previous 13F -281 shares

    0.51% of the 13F portfolio, value $1,560,758.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 14,471 shares
    Change vs previous 13F +467 shares

    0.58% of the 13F portfolio, value $1,824,793.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    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 14,004 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,909,305.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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