Cohen Investment Advisors LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Investment Advisors LLC on UPS, newest first. How the timeline and the estimate are built.
Cohen Investment Advisors LLC held 32,489 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 32,489 sharesChange vs previous 13F +522 shares
1.57% of the 13F portfolio, value $3,492,568.
13F-HR 0001845081-26-000004 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,967 sharesChange vs previous 13F +474 shares
1.49% of the 13F portfolio, value $3,144,913.
13F-HR 0001845081-26-000002 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,493 sharesChange vs previous 13F +1,469 shares
1.44% of the 13F portfolio, value $3,123,791.
13F-HR 0001845081-26-000001 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,024 sharesChange vs previous 13F +3,728 shares
1.22% of the 13F portfolio, value $2,507,905.
13F-HR 0001085146-25-005935 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,296 sharesChange vs previous 13F +4,680 shares
1.39% of the 13F portfolio, value $2,654,319.
13F-HR 0001085146-25-004065 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 21,616 sharesChange vs previous 13F +2,625 shares
1.38% of the 13F portfolio, value $2,377,544.
13F-HR/A 0001085146-25-002413 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,991 sharesChange vs previous 13F +634 shares
1.44% of the 13F portfolio, value $2,394,765.
13F-HR 0001085146-25-000211 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,357 sharesChange vs previous 13F not available
1.53% of the 13F portfolio, value $2,502,793.
13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).