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Disclosery

Obermeyer Wealth Partners: UPS position timeline

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

Obermeyer Wealth Partners held 131,712 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,712 shares
    Change vs previous 13F -2,933 shares

    0.58% of the 13F portfolio, value $14,159,040.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 134,645 shares
    Change vs previous 13F -19,621 shares

    0.61% of the 13F portfolio, value $13,246,375.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 154,266 shares
    Change vs previous 13F -1,142 shares

    0.7% of the 13F portfolio, value $15,301,645.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 155,408 shares
    Change vs previous 13F +155,408 shares

    0.61% of the 13F portfolio, value $12,981,230.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,149 shares

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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.

  6. period ended2024-12-31
    13F 2,149 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $270,989.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,148 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,858.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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