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EDGAR LOMAX CO/VA: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EDGAR LOMAX CO/VA on UPS, newest first. How the timeline and the estimate are built.

EDGAR LOMAX CO/VA held 56,845 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,845 shares
    Change vs previous 13F -5,030 shares

    0.46% of the 13F portfolio, value $6,110,837.

    13F-HR 0001013538-26-000006 filed by EDGAR LOMAX CO/VA
    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 61,875 shares
    Change vs previous 13F -98,675 shares

    0.43% of the 13F portfolio, value $6,087,262.

    13F-HR 0001013538-26-000004 filed by EDGAR LOMAX CO/VA
    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 160,550 shares
    Change vs previous 13F -4,675 shares

    1.21% of the 13F portfolio, value $15,924,954.

    13F-HR 0001013538-26-000002 filed by EDGAR LOMAX CO/VA
    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 165,225 shares
    Change vs previous 13F -48,200 shares

    1.08% of the 13F portfolio, value $13,801,244.

    13F-HR 0001013538-25-000010 filed by EDGAR LOMAX CO/VA
    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 213,425 shares
    Change vs previous 13F -3,385 shares

    1.36% of the 13F portfolio, value $21,543,119.

    13F-HR 0001013538-25-000006 filed by EDGAR LOMAX CO/VA
    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 216,810 shares
    Change vs previous 13F +152,190 shares

    1.49% of the 13F portfolio, value $23,846,932.

    13F-HR 0001013538-25-000004 filed by EDGAR LOMAX CO/VA
    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 64,620 shares
    Change vs previous 13F -1,515 shares

    0.53% of the 13F portfolio, value $8,148,582.

    13F-HR 0001013538-25-000002 filed by EDGAR LOMAX CO/VA
    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 66,135 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $9,016,846.

    13F-HR 0001013538-24-000008 filed by EDGAR LOMAX CO/VA
    Filed (acceptance time not in the bulk data set), ingested

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