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INVESTMENT HOUSE LLC: UPS position timeline

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

INVESTMENT HOUSE LLC held 2,750 UPS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,750 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $295,625.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 2,675 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $263,167.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 2,625 shares
    Change vs previous 13F -445 shares

    0.01% of the 13F portfolio, value $260,374.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 3,070 shares
    Change vs previous 13F -2,446 shares

    0.01% of the 13F portfolio, value $256,437.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 5,516 shares
    Change vs previous 13F -19,752 shares

    0.03% of the 13F portfolio, value $556,785.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 25,268 shares
    Change vs previous 13F -1,640 shares

    0.16% of the 13F portfolio, value $2,779,227.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 26,908 shares
    Change vs previous 13F -3,792 shares

    0.18% of the 13F portfolio, value $3,393,095.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 30,700 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,185,588.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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