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Disclosery

Homrich & Berg: UPS position timeline

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

Homrich & Berg held 12,266 UPS shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 12,266 shares
    Change vs previous 13F +511 shares

    0.05% of the 13F portfolio, value $2,234,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 11,755 shares
    Change vs previous 13F +243 shares

    0.06% of the 13F portfolio, value $2,445,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 11,512 shares
    Change vs previous 13F -102 shares

    0.05% of the 13F portfolio, value $1,957,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 11,614 shares
    Change vs previous 13F +390 shares

    0.06% of the 13F portfolio, value $1,956,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 11,224 shares
    Change vs previous 13F -3,612 shares

    0.06% of the 13F portfolio, value $1,870,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 14,836 shares
    Change vs previous 13F +1,706 shares

    0.07% of the 13F portfolio, value $1,649,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 13,130 shares
    Change vs previous 13F -8,592 shares

    0.07% of the 13F portfolio, value $1,227,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 21,722 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,543,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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