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Disclosery

Horizon Investments, LLC: UPS position timeline

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

Horizon Investments, LLC held 23,158 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,158 shares
    Change vs previous 13F -234 shares

    0.03% of the 13F portfolio, value $2,489,485.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 23,392 shares
    Change vs previous 13F +1,409 shares

    0.03% of the 13F portfolio, value $2,301,305.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 21,983 shares
    Change vs previous 13F +61 shares

    0.03% of the 13F portfolio, value $2,180,494.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 21,922 shares
    Change vs previous 13F -66,628 shares

    0.02% of the 13F portfolio, value $1,831,145.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 88,550 shares
    Change vs previous 13F +73,484 shares

    0.14% of the 13F portfolio, value $8,938,237.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 15,066 shares
    Change vs previous 13F +617 shares

    0.05% of the 13F portfolio, value $1,657,109.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 14,449 shares
    Change vs previous 13F -2,800 shares

    0.05% of the 13F portfolio, value $1,822,019.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 17,249 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,351,729.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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