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Disclosery

Kovitz Investment Group, LLC: UPS position timeline

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

Kovitz Investment Group, LLC held 344,051 UPS shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 344,051 shares
    Change vs previous 13F +392 shares

    2.04% of the 13F portfolio, value $33,108,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 343,659 shares
    Change vs previous 13F +81,193 shares

    2% of the 13F portfolio, value $33,916,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 262,466 shares
    Change vs previous 13F +3,362 shares

    1.43% of the 13F portfolio, value $25,436,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 259,104 shares
    Change vs previous 13F -48,301 shares

    1.41% of the 13F portfolio, value $25,117,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 307,405 shares
    Change vs previous 13F -1,743 shares

    1.69% of the 13F portfolio, value $34,174,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 309,148 shares
    Change vs previous 13F +23,478 shares

    1.57% of the 13F portfolio, value $30,383,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 285,670 shares
    Change vs previous 13F -45,697 shares

    1.55% of the 13F portfolio, value $29,327,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 331,367 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $29,215,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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