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SITTNER & NELSON, LLC: UPS position timeline

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

SITTNER & NELSON, LLC held 5,799 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,799 shares
    Change vs previous 13F +534 shares

    0.2% of the 13F portfolio, value $623,352.

    13F-HR 0001846138-26-000004 filed by SITTNER & NELSON, 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 5,265 shares
    Change vs previous 13F +1,125 shares

    0.19% of the 13F portfolio, value $518,013.

    13F-HR 0001846138-26-000002 filed by SITTNER & NELSON, 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 4,140 shares
    Change vs previous 13F -1,268 shares

    0.17% of the 13F portfolio, value $485,814.

    13F-HR 0001846138-26-000001 filed by SITTNER & NELSON, 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 5,408 shares
    Change vs previous 13F +688 shares

    0.16% of the 13F portfolio, value $451,749.

    13F-HR 0001846138-25-000006 filed by SITTNER & NELSON, 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 4,720 shares
    Change vs previous 13F +100 shares

    0.19% of the 13F portfolio, value $476,434.

    13F-HR 0001846138-25-000003 filed by SITTNER & NELSON, 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 4,620 shares
    Change vs previous 13F +488 shares

    0.22% of the 13F portfolio, value $508,128.

    13F-HR 0001846138-25-000002 filed by SITTNER & NELSON, 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 4,132 shares
    Change vs previous 13F +278 shares

    0.23% of the 13F portfolio, value $520,993.

    13F-HR 0001846138-25-000001 filed by SITTNER & NELSON, 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 3,854 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $525,513.

    13F-HR 0001846138-24-000005 filed by SITTNER & NELSON, LLC
    Filed (acceptance time not in the bulk data set), ingested

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