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Disclosery

DAVIS R M INC: UPS position timeline

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

DAVIS R M INC held 5,000 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $537,516.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 5,000 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $491,914.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    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 5,200 shares
    Change vs previous 13F -5,520 shares

    0.01% of the 13F portfolio, value $515,802.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    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 10,720 shares
    Change vs previous 13F -410 shares

    0.02% of the 13F portfolio, value $895,453.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    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 11,130 shares
    Change vs previous 13F -883 shares

    0.02% of the 13F portfolio, value $1,123,476.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    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 12,013 shares
    Change vs previous 13F +455 shares

    0.03% of the 13F portfolio, value $1,321,325.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    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 11,558 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $1,457,481.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 11,628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,585,381.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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