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Disclosery

HENNESSY ADVISORS INC: UPS position timeline

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

HENNESSY ADVISORS INC held 24,100 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,100 shares
    Change vs previous 13F -700 shares

    0.08% of the 13F portfolio, value $2,590,750.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS 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 24,800 shares
    Change vs previous 13F -34,800 shares

    0.09% of the 13F portfolio, value $2,439,824.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS 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 59,600 shares
    Change vs previous 13F -2,600 shares

    0.21% of the 13F portfolio, value $5,911,724.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS 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 62,200 shares
    Change vs previous 13F -400 shares

    0.18% of the 13F portfolio, value $5,195,566.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS 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 62,600 shares
    Change vs previous 13F -400 shares

    0.21% of the 13F portfolio, value $6,318,844.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS 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 63,000 shares
    Change vs previous 13F +47,300 shares

    0.23% of the 13F portfolio, value $6,929,370.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS 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 15,700 shares
    Change vs previous 13F -900 shares

    0.06% of the 13F portfolio, value $1,979,770.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS 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 16,600 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,263,244.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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