Optimist Retirement Group LLC: UPS position timeline

Optimist Retirement Group LLC held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -23,305 shares

   13F-HR 0002011850-25-000007 filed by Optimist Retirement Group LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   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 23,305 shares

   Change vs previous 13F +3,775 shares

   1.13% of the 13F portfolio, value $2,352,407.

   13F-HR 0002011850-25-000006 filed by Optimist Retirement Group LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 19,530 shares

   Change vs previous 13F +13,278 shares

   1.08% of the 13F portfolio, value $2,148,105.

   13F-HR 0002011850-25-000005 filed by Optimist Retirement Group LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 6,252 shares

   Change vs previous 13F +3,173 shares

   0.37% of the 13F portfolio, value $788,377.

   13F-HR 0002011850-25-000003 filed by Optimist Retirement Group LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 3,079 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $419,791.

   13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
   Filed 2024-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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