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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

  1. period ended2026-06-30
    13F 32,489 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 31,967 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 31,493 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 30,024 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 26,296 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F/A 21,616 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 18,991 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 18,357 shares
    Change 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), ingested

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