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Disclosery

Encompass More Asset Management: UPS position timeline

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

Encompass More Asset Management held 2,772 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,772 shares
    Change vs previous 13F -1,091 shares

    0.04% of the 13F portfolio, value $298,012.

    13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
    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 3,863 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $380,020.

    13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
    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 3,853 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $382,213.

    13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
    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 3,853 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $321,830.

    13F-HR 0001172661-25-004323 filed by Encompass More Asset Management
    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 3,859 shares
    Change vs previous 13F -655 shares

    0.09% of the 13F portfolio, value $389,561.

    13F-HR 0001172661-25-002930 filed by Encompass More Asset Management
    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 4,514 shares
    Change vs previous 13F +2,442 shares

    0.15% of the 13F portfolio, value $496,495.

    13F-HR 0001172661-25-001631 filed by Encompass More Asset Management
    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 2,072 shares
    Change vs previous 13F +32 shares

    0.09% of the 13F portfolio, value $261,317.

    13F-HR 0001172661-25-000273 filed by Encompass More Asset Management
    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 2,040 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $278,174.

    13F-HR 0001172661-24-005312 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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