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Dunvegan Associates, Inc.: UPS position timeline

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

Dunvegan Associates, Inc. held 21,718 UPS shares at 2015-12-31 per its 13F-HR filed 2017-04-28.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 21,718 shares
    Change vs previous 13F -318 shares

    2.46% of the 13F portfolio, value $2,090,000.

    13F-HR 0001214659-17-002793 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 22,036 shares
    Change vs previous 13F -104 shares

    2.48% of the 13F portfolio, value $2,175,000.

    13F-HR 0001214659-17-002791 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 22,140 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $2,146,000.

    13F-HR 0001214659-17-002789 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 22,140 shares
    Change vs previous 13F -678 shares

    1.9% of the 13F portfolio, value $2,146,000.

    13F-HR 0001214659-17-002787 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 22,818 shares
    Change vs previous 13F -101 shares

    2.2% of the 13F portfolio, value $2,537,000.

    13F-HR 0001214659-17-002783 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 22,919 shares
    Change vs previous 13F -95 shares

    2.04% of the 13F portfolio, value $2,253,000.

    13F-HR 0001214659-17-002781 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 23,014 shares
    Change vs previous 13F -342 shares

    1.97% of the 13F portfolio, value $2,363,000.

    13F-HR 0001214659-17-002779 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 23,356 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,274,000.

    13F-HR 0001214659-17-002777 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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