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Disclosery

CX Institutional: UPS position timeline

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

CX Institutional held 85,952 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,952 shares
    Change vs previous 13F +77,836 shares

    0.22% of the 13F portfolio, value $8,031,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,116 shares
    Change vs previous 13F -949 shares

    0.03% of the 13F portfolio, value $872,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,065 shares
    Change vs previous 13F -734 shares

    0.03% of the 13F portfolio, value $892,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,799 shares
    Change vs previous 13F -61,858 shares

    0.03% of the 13F portfolio, value $972,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 71,657 shares
    Change vs previous 13F +11,492 shares

    0.18% of the 13F portfolio, value $5,986,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 60,165 shares
    Change vs previous 13F +17,152 shares

    0.21% of the 13F portfolio, value $6,073,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,013 shares
    Change vs previous 13F -1,154 shares

    0.18% of the 13F portfolio, value $4,731,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,167 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,569,500.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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