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Disclosery

InvesTrust: UPS position timeline

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

InvesTrust held 9,978 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,978 shares
    Change vs previous 13F -222 shares

    0.41% of the 13F portfolio, value $1,072,635.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 10,200 shares
    Change vs previous 13F -442 shares

    0.42% of the 13F portfolio, value $1,003,476.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 10,642 shares
    Change vs previous 13F -3,033 shares

    0.41% of the 13F portfolio, value $1,055,579.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 13,675 shares
    Change vs previous 13F +998 shares

    0.42% of the 13F portfolio, value $1,142,272.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 12,677 shares
    Change vs previous 13F -26,906 shares

    0.49% of the 13F portfolio, value $1,279,616.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 39,583 shares
    Change vs previous 13F +1,018 shares

    1.19% of the 13F portfolio, value $4,353,734.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 38,565 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,855,715.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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