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Court Place Advisors, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Court Place Advisors, LLC on UPS, newest first. How the timeline and the estimate are built.

Court Place Advisors, LLC held 7,198 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,198 shares
    Change vs previous 13F -208 shares

    0.18% of the 13F portfolio, value $601,231.

    13F-HR 0001420506-25-003498 filed by Court Place 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 ended2025-06-30
    13F 7,406 shares
    Change vs previous 13F +1,326 shares

    0.24% of the 13F portfolio, value $747,588.

    13F-HR 0001420506-25-001571 filed by Court Place 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 ended2025-03-31
    13F 6,080 shares
    Change vs previous 13F -427 shares

    0.22% of the 13F portfolio, value $668,735.

    13F-HR 0001420506-25-000838 filed by Court Place 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 ended2024-12-31
    13F 6,507 shares
    Change vs previous 13F -2,388 shares

    0.27% of the 13F portfolio, value $820,525.

    13F-HR 0001420506-25-000055 filed by Court Place 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 ended2024-09-30
    13F/A 8,895 shares
    Change vs previous 13F -333 shares

    0.35% of the 13F portfolio, value $1,212,734.

    13F-HR/A 0001420506-24-002174 filed by Court Place 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 ended2024-06-30
    13F 9,228 shares
    Change vs previous 13F -123 shares

    0.4% of the 13F portfolio, value $1,262,835.

    13F-HR 0001420506-24-001215 filed by Court Place 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 ended2024-03-31
    13F 9,351 shares
    Change vs previous 13F -1,816 shares

    0.45% of the 13F portfolio, value $1,389,884.

    13F-HR 0001420506-24-000649 filed by Court Place 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 ended2023-12-31
    13F 11,167 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,755,782.

    13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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