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Gilbert & Cook, Inc.: UPS position timeline

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

Gilbert & Cook, Inc. held 36,807 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,807 shares
    Change vs previous 13F -975 shares

    0.46% of the 13F portfolio, value $3,956,704.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, 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 37,782 shares
    Change vs previous 13F -3,184 shares

    0.48% of the 13F portfolio, value $3,717,004.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, 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 40,966 shares
    Change vs previous 13F +166 shares

    0.51% of the 13F portfolio, value $4,063,385.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, 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 40,800 shares
    Change vs previous 13F -367 shares

    0.44% of the 13F portfolio, value $3,408,024.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, 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 41,167 shares
    Change vs previous 13F +1,801 shares

    0.56% of the 13F portfolio, value $4,155,397.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 39,366 shares
    Change vs previous 13F -12,774 shares

    0.63% of the 13F portfolio, value $4,329,907.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 52,140 shares
    Change vs previous 13F -3,419 shares

    0.93% of the 13F portfolio, value $6,574,897.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 55,559 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,574,981.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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