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Disclosery

Lindbrook Capital, LLC: UPS position timeline

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

Lindbrook Capital, LLC held 4,068 UPS shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,068 shares
    Change vs previous 13F +799 shares

    0.04% of the 13F portfolio, value $447,484.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,269 shares
    Change vs previous 13F +478 shares

    0.04% of the 13F portfolio, value $412,260.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,791 shares
    Change vs previous 13F -1,079 shares

    0.03% of the 13F portfolio, value $380,499.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,870 shares
    Change vs previous 13F -1,565 shares

    0.05% of the 13F portfolio, value $529,583.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,435 shares
    Change vs previous 13F -94 shares

    0.08% of the 13F portfolio, value $807,834.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,529 shares
    Change vs previous 13F +217 shares

    0.09% of the 13F portfolio, value $869,325.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,312 shares
    Change vs previous 13F -348 shares

    0.09% of the 13F portfolio, value $827,981.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 5,660 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,014,555.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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