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DONALDSON CAPITAL MANAGEMENT, LLC: UPS position timeline

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

DONALDSON CAPITAL MANAGEMENT, LLC held 20,165 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,165 shares
    Change vs previous 13F +2,214 shares

    0.06% of the 13F portfolio, value $2,167,738.

    13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL MANAGEMENT, 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 17,951 shares
    Change vs previous 13F +1,941 shares

    0.06% of the 13F portfolio, value $1,766,019.

    13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 16,010 shares
    Change vs previous 13F +379 shares

    0.05% of the 13F portfolio, value $1,587,999.

    13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 15,631 shares
    Change vs previous 13F -270,047 shares

    0.04% of the 13F portfolio, value $1,305,684.

    13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, 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 285,678 shares
    Change vs previous 13F +2,963 shares

    1.06% of the 13F portfolio, value $28,836,363.

    13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, 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 282,715 shares
    Change vs previous 13F +9,848 shares

    1.17% of the 13F portfolio, value $31,095,788.

    13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 272,867 shares
    Change vs previous 13F +51,108 shares

    1.31% of the 13F portfolio, value $34,408,533.

    13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 221,759 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $30,234,558.

    13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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