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Disclosery

Rikoon Group, LLC: UPS position timeline

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

Rikoon Group, LLC held 2,072 UPS shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 2,072 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $352,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 2,072 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $349,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 2,047 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $341,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 2,047 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $228,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 2,147 shares
    Change vs previous 13F -96 shares

    0.08% of the 13F portfolio, value $201,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 2,243 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $263,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 2,243 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $269,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 2,243 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $232,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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