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PINKERTON WEALTH, LLC: UPS position timeline

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

PINKERTON WEALTH, LLC held 2,039 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,039 shares
    Change vs previous 13F -51,961 shares

    0.02% of the 13F portfolio, value $200,646.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, LLC
    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 54,000 shares
    Change vs previous 13F -589 shares

    0.49% of the 13F portfolio, value $5,356,303.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, LLC
    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 54,589 shares
    Change vs previous 13F +250 shares

    0.56% of the 13F portfolio, value $5,414,719.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, LLC
    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 54,339 shares
    Change vs previous 13F +13,952 shares

    0.49% of the 13F portfolio, value $4,538,932.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, LLC
    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 40,387 shares
    Change vs previous 13F +5,517 shares

    0.49% of the 13F portfolio, value $4,076,666.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, LLC
    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 34,870 shares
    Change vs previous 13F +3,897 shares

    0.5% of the 13F portfolio, value $3,835,348.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, LLC
    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 30,973 shares
    Change vs previous 13F +2,089 shares

    0.57% of the 13F portfolio, value $3,905,654.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, LLC
    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 28,884 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,938,072.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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