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Disclosery

Legacy Advisors, LLC: UPS position timeline

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

Legacy Advisors, LLC held 5,385 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,385 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $578,874.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, 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 5,343 shares
    Change vs previous 13F +107 shares

    0.06% of the 13F portfolio, value $525,674.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, 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 5,236 shares
    Change vs previous 13F +274 shares

    0.06% of the 13F portfolio, value $519,347.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, 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 4,962 shares
    Change vs previous 13F +4,962 shares

    0.05% of the 13F portfolio, value $414,450.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, 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 0 shares
    Change vs previous 13F -11,286 shares

    13F-HR 0001085146-25-004647 filed by Legacy Advisors, 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.

  6. period ended2025-03-31
    13F 11,286 shares
    Change vs previous 13F -515 shares

    0.13% of the 13F portfolio, value $1,241,388.

    13F-HR 0001667731-25-000489 filed by Legacy Advisors, 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 11,801 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $1,488,071.

    13F-HR 0001667731-25-000263 filed by Legacy Advisors, 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 11,782 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,606,320.

    13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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