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Edgemoor Investment Advisors, Inc.: UPS position timeline

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

Edgemoor Investment Advisors, Inc. held 34,251 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,251 shares
    Change vs previous 13F +4,640 shares

    0.25% of the 13F portfolio, value $3,681,998.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 29,611 shares
    Change vs previous 13F +3,436 shares

    0.23% of the 13F portfolio, value $2,913,140.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 26,175 shares
    Change vs previous 13F +5,583 shares

    0.2% of the 13F portfolio, value $2,596,303.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 20,592 shares
    Change vs previous 13F +14,477 shares

    0.13% of the 13F portfolio, value $1,720,050.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 6,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $617,248.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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