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Disclosery

Covestor Ltd: UPS position timeline

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

Covestor Ltd held 1,243 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,243 shares
    Change vs previous 13F +388 shares

    0.08% of the 13F portfolio, value $133,000.

    13F-HR 0001909846-26-000008 filed by Covestor Ltd
    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 855 shares
    Change vs previous 13F -1,774 shares

    0.06% of the 13F portfolio, value $84,000.

    13F-HR 0001909846-26-000007 filed by Covestor Ltd
    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 2,629 shares
    Change vs previous 13F +682 shares

    0.14% of the 13F portfolio, value $261,000.

    13F-HR 0001909846-26-000001 filed by Covestor Ltd
    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 1,947 shares
    Change vs previous 13F +537 shares

    0.09% of the 13F portfolio, value $163,000.

    13F-HR 0001909846-25-000009 filed by Covestor Ltd
    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 1,410 shares
    Change vs previous 13F +434 shares

    0.08% of the 13F portfolio, value $142,000.

    13F-HR 0001909846-25-000005 filed by Covestor Ltd
    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 976 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $107,000.

    13F-HR 0001909846-25-000002 filed by Covestor Ltd
    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 879 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $111,000.

    13F-HR 0001909846-25-000001 filed by Covestor Ltd
    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 1,024 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $140,000.

    13F-HR 0001909846-24-000006 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

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