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Diligent Investors, LLC: UPS position timeline

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

Diligent Investors, LLC held 4,359 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 4,359 shares
    Change vs previous 13F -27 shares

    0.1% of the 13F portfolio, value $468,632.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, LLC
    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 4,386 shares
    Change vs previous 13F -213 shares

    0.11% of the 13F portfolio, value $431,524.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, LLC
    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 4,599 shares
    Change vs previous 13F -577 shares

    0.11% of the 13F portfolio, value $456,177.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, LLC
    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 5,176 shares
    Change vs previous 13F -459 shares

    0.11% of the 13F portfolio, value $432,341.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, LLC
    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 5,635 shares
    Change vs previous 13F -1,104 shares

    0.13% of the 13F portfolio, value $568,754.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, LLC
    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 6,739 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $741,181.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, LLC
    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 6,722 shares
    Change vs previous 13F +111 shares

    0.19% of the 13F portfolio, value $847,620.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, LLC
    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 6,611 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $901,366.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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