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Disclosery

Gifford Fong Associates: UPS position timeline

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

Gifford Fong Associates held 11,800 UPS shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,170,000.

    13F-HR 0001740316-26-000001 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $986,000.

    13F-HR 0001740316-25-000005 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,191,000.

    13F-HR 0001740316-25-000003 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,298,000.

    13F-HR 0001740316-25-000002 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,488,000.

    13F-HR 0001740316-25-000001 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,609,000.

    13F-HR 0001740316-24-000004 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 11,800 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,615,000.

    13F-HR 0001740316-24-000003 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 11,800 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,754,000.

    13F-HR 0001740316-24-000002 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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