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ISTHMUS PARTNERS, LLC: UPS position timeline

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

ISTHMUS PARTNERS, LLC held 129,683 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,683 shares
    Change vs previous 13F +986 shares

    1.35% of the 13F portfolio, value $13,940,923.

    13F-HR 0001104659-26-084982 filed by ISTHMUS PARTNERS, 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 128,697 shares
    Change vs previous 13F +6,323 shares

    1.33% of the 13F portfolio, value $12,661,211.

    13F-HR 0001104659-26-051814 filed by ISTHMUS PARTNERS, 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 122,374 shares
    Change vs previous 13F -574 shares

    1.35% of the 13F portfolio, value $12,138,277.

    13F-HR 0001104659-26-010761 filed by ISTHMUS PARTNERS, 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 122,948 shares
    Change vs previous 13F -2,081 shares

    2.28% of the 13F portfolio, value $10,269,846.

    13F-HR 0001104659-25-108816 filed by ISTHMUS PARTNERS, 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 125,029 shares
    Change vs previous 13F +24,392 shares

    1.47% of the 13F portfolio, value $12,620,427.

    13F-HR 0001104659-25-077422 filed by ISTHMUS PARTNERS, 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 100,637 shares
    Change vs previous 13F +14,927 shares

    1.39% of the 13F portfolio, value $11,069,064.

    13F-HR 0001104659-25-043531 filed by ISTHMUS PARTNERS, 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 85,710 shares
    Change vs previous 13F -15,437 shares

    1.31% of the 13F portfolio, value $10,808,031.

    13F-HR 0001104659-25-010479 filed by ISTHMUS PARTNERS, 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 101,147 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $13,790,382.

    13F-HR 0001104659-24-118464 filed by ISTHMUS PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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