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EVERETT HARRIS & CO /CA/: UPS position timeline

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

EVERETT HARRIS & CO /CA/ held 55,210 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,210 shares
    Change vs previous 13F -4,940 shares

    0.07% of the 13F portfolio, value $5,935,101.

    13F-HR 0001009254-26-000004 filed by EVERETT HARRIS & CO /CA/
    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 60,150 shares
    Change vs previous 13F -6,086 shares

    0.08% of the 13F portfolio, value $5,917,581.

    13F-HR 0001009254-26-000003 filed by EVERETT HARRIS & CO /CA/
    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 66,236 shares
    Change vs previous 13F -4,618 shares

    0.08% of the 13F portfolio, value $6,569,973.

    13F-HR 0001009254-26-000002 filed by EVERETT HARRIS & CO /CA/
    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 70,854 shares
    Change vs previous 13F -4,011 shares

    0.07% of the 13F portfolio, value $5,918,455.

    13F-HR 0001009254-25-000008 filed by EVERETT HARRIS & CO /CA/
    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 74,865 shares
    Change vs previous 13F -5,256 shares

    0.1% of the 13F portfolio, value $7,556,897.

    13F-HR 0001009254-25-000003 filed by EVERETT HARRIS & CO /CA/
    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 80,121 shares
    Change vs previous 13F -15,317 shares

    0.11% of the 13F portfolio, value $8,812,535.

    13F-HR 0001009254-25-000001 filed by EVERETT HARRIS & CO /CA/
    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 95,438 shares
    Change vs previous 13F -2,793 shares

    0.15% of the 13F portfolio, value $12,034,762.

    13F-HR 0001085146-25-000461 filed by EVERETT HARRIS & CO /CA/
    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 98,231 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,392,847.

    13F-HR 0001085146-24-005014 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

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