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Eagle Bluffs Wealth Management LLC: UPS position timeline

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

Eagle Bluffs Wealth Management LLC held 8,215 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,215 shares
    Change vs previous 13F +439 shares

    0.3% of the 13F portfolio, value $883,113.

    13F-HR 0001951757-26-001101 filed by Eagle Bluffs Wealth 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 7,776 shares
    Change vs previous 13F +1,452 shares

    0.3% of the 13F portfolio, value $765,003.

    13F-HR 0001951757-26-000726 filed by Eagle Bluffs Wealth 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 6,324 shares
    Change vs previous 13F -1,131 shares

    0.25% of the 13F portfolio, value $627,278.

    13F-HR 0001951757-26-000448 filed by Eagle Bluffs Wealth 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 7,455 shares
    Change vs previous 13F +204 shares

    0.27% of the 13F portfolio, value $622,717.

    13F-HR 0001951757-25-001284 filed by Eagle Bluffs Wealth 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 7,251 shares
    Change vs previous 13F +349 shares

    0.35% of the 13F portfolio, value $731,916.

    13F-HR 0001951757-25-000880 filed by Eagle Bluffs Wealth 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 6,902 shares
    Change vs previous 13F +587 shares

    0.4% of the 13F portfolio, value $759,151.

    13F-HR 0001951757-25-000526 filed by Eagle Bluffs Wealth 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 6,315 shares
    Change vs previous 13F +1,060 shares

    0.43% of the 13F portfolio, value $796,322.

    13F-HR 0001951757-25-000112 filed by Eagle Bluffs Wealth 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 5,255 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $716,467.

    13F-HR 0001951757-24-001153 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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