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LYNCH & ASSOCIATES/IN: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on UPS, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 50,125 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,125 shares
    Change vs previous 13F +1,720 shares

    0.94% of the 13F portfolio, value $5,388,422.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 48,405 shares
    Change vs previous 13F +6,602 shares

    0.89% of the 13F portfolio, value $4,762,070.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 41,803 shares
    Change vs previous 13F -3,363 shares

    0.78% of the 13F portfolio, value $4,146,426.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 45,166 shares
    Change vs previous 13F -8,643 shares

    0.73% of the 13F portfolio, value $3,772,704.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 53,809 shares
    Change vs previous 13F -784 shares

    1.09% of the 13F portfolio, value $5,431,525.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 54,593 shares
    Change vs previous 13F -1,300 shares

    1.3% of the 13F portfolio, value $6,004,678.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 55,893 shares
    Change vs previous 13F -543 shares

    1.53% of the 13F portfolio, value $7,048,163.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 56,436 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $7,694,545.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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