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Emerald Advisors, LLC: UPS position timeline

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

Emerald Advisors, LLC held 5,127 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,127 shares
    Change vs previous 13F -3,254 shares

    0.07% of the 13F portfolio, value $551,182.

    13F-HR 0001802611-26-000003 filed by Emerald Advisors, 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 8,381 shares
    Change vs previous 13F +308 shares

    0.1% of the 13F portfolio, value $824,566.

    13F-HR 0001802611-26-000002 filed by Emerald Advisors, 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 8,073 shares
    Change vs previous 13F +1,229 shares

    0.11% of the 13F portfolio, value $800,798.

    13F-HR 0001802611-26-000001 filed by Emerald Advisors, 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 6,844 shares
    Change vs previous 13F -1,097 shares

    0.08% of the 13F portfolio, value $571,680.

    13F-HR 0001802611-25-000002 filed by Emerald Advisors, 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 7,941 shares
    Change vs previous 13F +649 shares

    0.1% of the 13F portfolio, value $801,615.

    13F-HR 0001085146-25-003957 filed by Emerald Advisors, 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 7,292 shares
    Change vs previous 13F +1,062 shares

    0.11% of the 13F portfolio, value $802,029.

    13F-HR 0001085146-25-002345 filed by Emerald Advisors, 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 6,230 shares
    Change vs previous 13F +467 shares

    0.11% of the 13F portfolio, value $785,555.

    13F-HR 0001085146-25-000682 filed by Emerald Advisors, 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 5,763 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $783,347.

    13F-HR 0001085146-24-005245 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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