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Disclosery

Columbia Asset Management: UPS position timeline

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

Columbia Asset Management held 36,270 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,270 shares
    Change vs previous 13F -3,100 shares

    0.68% of the 13F portfolio, value $3,899,056.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 39,370 shares
    Change vs previous 13F +1,208 shares

    0.74% of the 13F portfolio, value $3,873,249.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 38,162 shares
    Change vs previous 13F +464 shares

    0.67% of the 13F portfolio, value $3,785,317.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 37,698 shares
    Change vs previous 13F -5,244 shares

    0.59% of the 13F portfolio, value $3,148,938.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 42,942 shares
    Change vs previous 13F -1,078 shares

    0.85% of the 13F portfolio, value $4,334,594.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 44,020 shares
    Change vs previous 13F +4,360 shares

    0.98% of the 13F portfolio, value $4,841,791.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 39,660 shares
    Change vs previous 13F -2,625 shares

    0.96% of the 13F portfolio, value $5,001,162.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 42,285 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,765,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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