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Disclosery

SAM Advisors, LLC: UPS position timeline

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

SAM Advisors, LLC held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -25,625 shares

    13F-HR 0001420506-25-002936 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 25,625 shares
    Change vs previous 13F +2,098 shares

    0.89% of the 13F portfolio, value $2,586,588.

    13F-HR 0001420506-25-001601 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,527 shares
    Change vs previous 13F +636 shares

    0.97% of the 13F portfolio, value $2,587,735.

    13F-HR 0001420506-25-000905 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 22,891 shares
    Change vs previous 13F +2,032 shares

    1.04% of the 13F portfolio, value $2,885,868.

    13F-HR 0001420506-25-000108 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 20,859 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,843,916.

    13F-HR 0001420506-24-002232 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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