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Disclosery

&PARTNERS: UPS position timeline

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

&PARTNERS held 107,008 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,008 shares
    Change vs previous 13F +5,643 shares

    0.05% of the 13F portfolio, value $11,498,243.

    13F-HR 0001214659-26-010148 filed by &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 101,365 shares
    Change vs previous 13F -1,125 shares

    0.05% of the 13F portfolio, value $10,030,386.

    13F-HR 0001214659-26-006256 filed by &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 102,490 shares
    Change vs previous 13F +18,019 shares

    0.05% of the 13F portfolio, value $10,180,222.

    13F-HR 0001214659-26-001828 filed by &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 84,471 shares
    Change vs previous 13F +13,924 shares

    0.05% of the 13F portfolio, value $7,036,210.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 70,547 shares
    Change vs previous 13F -10,758 shares

    0.05% of the 13F portfolio, value $7,139,290.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 81,305 shares
    Change vs previous 13F +10,378 shares

    0.09% of the 13F portfolio, value $8,928,006.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 70,927 shares
    Change vs previous 13F +17,105 shares

    0.1% of the 13F portfolio, value $8,728,798.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 53,822 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,318,756.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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