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Disclosery

NorthRock Partners, LLC: UPS position timeline

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

NorthRock Partners, LLC held 108,741 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,741 shares
    Change vs previous 13F +4,202 shares

    0.17% of the 13F portfolio, value $11,689,618.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, LLC
    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 104,539 shares
    Change vs previous 13F -2,563 shares

    0.17% of the 13F portfolio, value $10,284,567.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, LLC
    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 107,102 shares
    Change vs previous 13F +73,344 shares

    0.18% of the 13F portfolio, value $10,623,468.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, LLC
    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 33,758 shares
    Change vs previous 13F +15,728 shares

    0.05% of the 13F portfolio, value $2,819,765.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    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/A 18,030 shares
    Change vs previous 13F +6,711 shares

    0.05% of the 13F portfolio, value $1,819,952.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, LLC
    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 11,319 shares
    Change vs previous 13F -1,267 shares

    0.04% of the 13F portfolio, value $1,244,935.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
    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/A 12,586 shares
    Change vs previous 13F +385 shares

    0.05% of the 13F portfolio, value $1,587,127.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, LLC
    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/A 12,201 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,663,512.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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