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Massachusetts Wealth Management: UPS position timeline

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

Massachusetts Wealth Management held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,995 shares

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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.

  2. period ended2025-06-30
    13F 1,995 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $201,375.

    13F-HR 0001085146-25-004083 filed by Massachusetts 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 ended2025-03-31
    13F 2,095 shares
    Change vs previous 13F -225 shares

    0.16% of the 13F portfolio, value $230,429.

    13F-HR 0001085146-25-002134 filed by Massachusetts 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 ended2024-12-31
    13F 2,320 shares
    Change vs previous 13F -25 shares

    0.18% of the 13F portfolio, value $292,552.

    13F-HR 0001085146-25-000507 filed by Massachusetts 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 ended2024-09-30
    13F 2,345 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $319,717.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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