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GLOBALT Investments LLC / GA: UPS position timeline

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

GLOBALT Investments LLC / GA held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -28,025 shares

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 28,025 shares
    Change vs previous 13F -1,745 shares

    0.11% of the 13F portfolio, value $2,828,887.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 29,770 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $3,274,388.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 29,735 shares
    Change vs previous 13F -1,289 shares

    0.14% of the 13F portfolio, value $3,749,567.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 31,024 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,229,794.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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