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Disclosery

D.A. DAVIDSON & CO.: UPS position timeline

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

D.A. DAVIDSON & CO. held 154,665 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,665 shares
    Change vs previous 13F -6,342 shares

    0.09% of the 13F portfolio, value $16,626,518.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 161,007 shares
    Change vs previous 13F +32,090 shares

    0.1% of the 13F portfolio, value $15,839,875.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 128,917 shares
    Change vs previous 13F -1,599 shares

    0.08% of the 13F portfolio, value $12,787,333.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 130,516 shares
    Change vs previous 13F -35,895 shares

    0.07% of the 13F portfolio, value $10,902,071.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 166,411 shares
    Change vs previous 13F +2,925 shares

    0.12% of the 13F portfolio, value $16,797,560.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 163,486 shares
    Change vs previous 13F -51,047 shares

    0.14% of the 13F portfolio, value $17,981,845.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 214,533 shares
    Change vs previous 13F +11,054 shares

    0.22% of the 13F portfolio, value $27,052,682.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 203,479 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $27,742,380.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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