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Disclosery

Lyons Wealth Management, LLC.: UPS position timeline

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

Lyons Wealth Management, LLC. held 25,285 UPS shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 25,285 shares
    Change vs previous 13F -4,064 shares

    8.67% of the 13F portfolio, value $2,959,000.

    13F-HR 0001085146-20-000626 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 29,349 shares
    Change vs previous 13F +159 shares

    9.15% of the 13F portfolio, value $3,515,000.

    13F-HR 0001085146-19-002825 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 29,190 shares
    Change vs previous 13F -46,441 shares

    7.2% of the 13F portfolio, value $3,013,000.

    13F-HR 0001085146-19-002261 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 75,631 shares
    Change vs previous 13F +22,200 shares

    23.75% of the 13F portfolio, value $8,450,000.

    13F-HR 0001085146-19-001520 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 53,431 shares
    Change vs previous 13F -62,679 shares

    17.51% of the 13F portfolio, value $5,212,000.

    13F-HR 0001085146-19-000507 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 116,110 shares
    Change vs previous 13F -13,251 shares

    27.36% of the 13F portfolio, value $13,556,000.

    13F-HR 0001085146-18-002561 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 129,361 shares
    Change vs previous 13F +18,048 shares

    19.82% of the 13F portfolio, value $13,743,000.

    13F-HR 0001085146-18-002014 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 111,313 shares
    Change vs previous 13F not available

    17.75% of the 13F portfolio, value $11,651,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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