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Disclosery

Cove Private Wealth, LLC: UPS position timeline

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

Cove Private Wealth, LLC held 307,074 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,074 shares
    Change vs previous 13F -364,266 shares

    6.38% of the 13F portfolio, value $33,010,455.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 671,340 shares
    Change vs previous 13F +603,357 shares

    15% of the 13F portfolio, value $66,046,430.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 67,983 shares
    Change vs previous 13F +10,677 shares

    2.01% of the 13F portfolio, value $6,743,234.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 57,306 shares
    Change vs previous 13F +50,993 shares

    1.52% of the 13F portfolio, value $4,786,770.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 6,313 shares
    Change vs previous 13F +4,013 shares

    0.22% of the 13F portfolio, value $637,234.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 2,300 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $252,977.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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