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Horan Capital Advisors, LLC.: UPS position timeline

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

Horan Capital Advisors, LLC. held 22,445 UPS shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,445 shares
    Change vs previous 13F +72 shares

    0.83% of the 13F portfolio, value $2,468,732.

    13F-HR 0001584086-25-000002 filed by Horan Capital 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 ended2024-12-31
    13F 22,373 shares
    Change vs previous 13F -327 shares

    0.95% of the 13F portfolio, value $2,821,229.

    13F-HR 0001584086-25-000001 filed by Horan Capital 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 ended2024-09-30
    13F 22,700 shares
    Change vs previous 13F -329 shares

    1.03% of the 13F portfolio, value $3,094,910.

    13F-HR 0001584086-24-000005 filed by Horan Capital 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 ended2024-06-30
    13F 23,029 shares
    Change vs previous 13F +83 shares

    1.11% of the 13F portfolio, value $3,151,532.

    13F-HR 0001584086-24-000004 filed by Horan Capital 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 ended2024-03-31
    13F 22,946 shares
    Change vs previous 13F +47 shares

    1.21% of the 13F portfolio, value $3,410,510.

    13F-HR 0001584086-24-000002 filed by Horan Capital 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 ended2023-12-31
    13F 22,899 shares
    Change vs previous 13F -581 shares

    1.32% of the 13F portfolio, value $3,600,470.

    13F-HR 0001584086-24-000001 filed by Horan Capital 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 ended2023-09-30
    13F 23,480 shares
    Change vs previous 13F -375 shares

    1.47% of the 13F portfolio, value $3,659,871.

    13F-HR 0001584086-23-000004 filed by Horan Capital 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 ended2023-06-30
    13F 23,855 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,276,028.

    13F-HR 0001584086-23-000003 filed by Horan Capital Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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