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Disclosery

MOTCO: UPS position timeline

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

MOTCO held 26,219 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,219 shares
    Change vs previous 13F -1,601 shares

    0.24% of the 13F portfolio, value $2,818,543.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 27,820 shares
    Change vs previous 13F +1,686 shares

    0.25% of the 13F portfolio, value $2,736,932.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 26,134 shares
    Change vs previous 13F -680 shares

    0.23% of the 13F portfolio, value $2,592,232.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 26,814 shares
    Change vs previous 13F +321 shares

    0.2% of the 13F portfolio, value $2,239,773.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 26,493 shares
    Change vs previous 13F +479 shares

    0.22% of the 13F portfolio, value $2,282,637.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 26,014 shares
    Change vs previous 13F -2,056 shares

    0.3% of the 13F portfolio, value $2,861,280.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 28,070 shares
    Change vs previous 13F +81 shares

    0.36% of the 13F portfolio, value $3,539,627.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 27,989 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,816,020.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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