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Harvest Investment Advisors, LLC: UPS position timeline

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

Harvest Investment Advisors, LLC held 16,992 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,992 shares
    Change vs previous 13F +50 shares

    0.91% of the 13F portfolio, value $1,826,640.

    13F-HR 0001967261-26-000002 filed by Harvest Investment Advisors, LLC
    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 16,942 shares
    Change vs previous 13F +3,565 shares

    0.93% of the 13F portfolio, value $1,666,360.

    13F-HR 0001967261-26-000003 filed by Harvest Investment Advisors, LLC
    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 13,377 shares
    Change vs previous 13F -40 shares

    0.75% of the 13F portfolio, value $1,326,865.

    13F-HR 0001967261-26-000001 filed by Harvest Investment Advisors, LLC
    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 13,417 shares
    Change vs previous 13F -2,960 shares

    0.66% of the 13F portfolio, value $1,120,722.

    13F-HR 0001967261-26-000004 filed by Harvest Investment Advisors, LLC
    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 16,377 shares
    Change vs previous 13F +1,745 shares

    1.06% of the 13F portfolio, value $1,653,122.

    13F-HR 0001967261-25-000004 filed by Harvest Investment Advisors, LLC
    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 14,632 shares
    Change vs previous 13F +3,107 shares

    1.16% of the 13F portfolio, value $1,609,344.

    13F-HR 0001967261-25-000002 filed by Harvest Investment Advisors, LLC
    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 11,525 shares
    Change vs previous 13F -165 shares

    1% of the 13F portfolio, value $1,453,303.

    13F-HR 0001967261-25-000001 filed by Harvest Investment Advisors, LLC
    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 11,690 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,593,815.

    13F-HR 0001967261-24-000004 filed by Harvest Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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