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Kesler, Norman & Wride, LLC: UPS position timeline

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

Kesler, Norman & Wride, LLC held 1,949 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,949 shares
    Change vs previous 13F +1,949 shares

    0.03% of the 13F portfolio, value $209,462.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 0 shares
    Change vs previous 13F -2,019 shares

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,019 shares
    Change vs previous 13F -28,100 shares

    0.03% of the 13F portfolio, value $200,285.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 30,119 shares
    Change vs previous 13F +28,079 shares

    0.74% of the 13F portfolio, value $3,798,041.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 2,040 shares
    Change vs previous 13F -27,717 shares

    0.04% of the 13F portfolio, value $205,957.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 29,757 shares
    Change vs previous 13F -362 shares

    0.62% of the 13F portfolio, value $3,273,037.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 30,119 shares
    Change vs previous 13F +989 shares

    0.82% of the 13F portfolio, value $3,798,041.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, 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 29,130 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,971,534.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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