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LongView Wealth Management: UPS position timeline

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

LongView Wealth Management held 16,356 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,356 shares
    Change vs previous 13F -325 shares

    0.45% of the 13F portfolio, value $1,758,270.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 16,681 shares
    Change vs previous 13F +25 shares

    0.43% of the 13F portfolio, value $1,721,813.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 16,656 shares
    Change vs previous 13F -40 shares

    0.43% of the 13F portfolio, value $1,799,348.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 16,696 shares
    Change vs previous 13F -9,812 shares

    0.38% of the 13F portfolio, value $1,394,617.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 26,508 shares
    Change vs previous 13F -265 shares

    0.81% of the 13F portfolio, value $2,675,718.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 26,773 shares
    Change vs previous 13F +25 shares

    0.88% of the 13F portfolio, value $2,944,762.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 26,748 shares
    Change vs previous 13F -150 shares

    1.03% of the 13F portfolio, value $3,372,923.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 26,898 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,667,273.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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