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Disclosery

PYA Waltman Capital, LLC: UPS position timeline

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

PYA Waltman Capital, LLC held 62,676 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 62,676 shares
    Change vs previous 13F +18,245 shares

    1.6% of the 13F portfolio, value $6,737,676.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 44,431 shares
    Change vs previous 13F +2,692 shares

    1.21% of the 13F portfolio, value $4,371,076.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 41,739 shares
    Change vs previous 13F +23,376 shares

    1.11% of the 13F portfolio, value $4,140,045.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 18,363 shares
    Change vs previous 13F -11,567 shares

    0.41% of the 13F portfolio, value $1,533,866.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 29,930 shares
    Change vs previous 13F +4,975 shares

    0.87% of the 13F portfolio, value $3,021,097.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 24,955 shares
    Change vs previous 13F +5,680 shares

    0.86% of the 13F portfolio, value $2,744,805.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 19,275 shares
    Change vs previous 13F +819 shares

    0.78% of the 13F portfolio, value $2,430,519.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 18,456 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,516,237.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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