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Disclosery

Northwest & Ethical Investments L.P.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on UPS, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 20,208 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,208 shares
    Change vs previous 13F -20,511 shares

    0.05% of the 13F portfolio, value $2,172,360.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 40,719 shares
    Change vs previous 13F -18,614 shares

    0.09% of the 13F portfolio, value $4,005,935.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 59,333 shares
    Change vs previous 13F +39 shares

    0.13% of the 13F portfolio, value $5,885,240.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 59,294 shares
    Change vs previous 13F +15,402 shares

    0.12% of the 13F portfolio, value $4,952,828.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 43,892 shares
    Change vs previous 13F +17,084 shares

    0.11% of the 13F portfolio, value $4,430,458.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 26,808 shares
    Change vs previous 13F -21,196 shares

    0.08% of the 13F portfolio, value $2,948,611.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 48,004 shares
    Change vs previous 13F -7,825 shares

    0.16% of the 13F portfolio, value $6,053,304.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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 55,829 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,611,726.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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