KCM INVESTMENT ADVISORS LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on UPS, newest first. How the timeline and the estimate are built.
KCM INVESTMENT ADVISORS LLC held 16,846 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,846 sharesChange vs previous 13F -333 shares
0.05% of the 13F portfolio, value $1,810,947.
13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,179 sharesChange vs previous 13F -600 shares
0.06% of the 13F portfolio, value $1,690,091.
13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,779 sharesChange vs previous 13F -9,300 shares
0.06% of the 13F portfolio, value $1,763,546.
13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,079 sharesChange vs previous 13F -29,514 shares
0.07% of the 13F portfolio, value $2,261,914.
13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 56,593 sharesChange vs previous 13F -32,238 shares
0.19% of the 13F portfolio, value $5,712,489.
13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 88,831 sharesChange vs previous 13F -27,003 shares
0.35% of the 13F portfolio, value $9,770,482.
13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 115,834 sharesChange vs previous 13F -23,607 shares
0.5% of the 13F portfolio, value $14,606,689.
13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 139,441 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $19,011,375.
13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).