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PETTYJOHN, WOOD & WHITE, INC: UPS position timeline

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

PETTYJOHN, WOOD & WHITE, INC held 2,998 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,998 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $322,285.

    13F-HR 0001128213-26-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 3,213 shares
    Change vs previous 13F -433 shares

    0.05% of the 13F portfolio, value $316,095.

    13F-HR 0001128213-26-000002 filed by PETTYJOHN, WOOD & WHITE, INC
    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 3,646 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $361,647.

    13F-HR 0001128213-26-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 3,921 shares
    Change vs previous 13F +304 shares

    0.05% of the 13F portfolio, value $327,522.

    13F-HR 0001128213-25-000010 filed by PETTYJOHN, WOOD & WHITE, INC
    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 3,617 shares
    Change vs previous 13F -441 shares

    0.07% of the 13F portfolio, value $365,100.

    13F-HR 0001128213-25-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 4,058 shares
    Change vs previous 13F -1,134 shares

    0.09% of the 13F portfolio, value $446,340.

    13F-HR 0001128213-25-000003 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,192 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $654,712.

    13F-HR 0001128213-25-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,342 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $728,329.

    13F-HR 0001128213-24-000007 filed by PETTYJOHN, WOOD & WHITE, INC
    Filed (acceptance time not in the bulk data set), ingested

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