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CSat Investment Advisory, L.P.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on UPS, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 33 UPS shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 33 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $6,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 25 shares
    Change vs previous 13F -3,792 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 3,817 shares
    Change vs previous 13F -8,908 shares

    0.09% of the 13F portfolio, value $636,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 12,725 shares
    Change vs previous 13F -1,469 shares

    0.25% of the 13F portfolio, value $1,415,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 14,194 shares
    Change vs previous 13F +1,714 shares

    0.37% of the 13F portfolio, value $1,326,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 12,480 shares
    Change vs previous 13F -1,650 shares

    0.53% of the 13F portfolio, value $1,461,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 14,130 shares
    Change vs previous 13F -613 shares

    0.73% of the 13F portfolio, value $1,693,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 14,743 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,522,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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