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Disclosery

Stiles Financial Services Inc: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stiles Financial Services Inc on UPS, newest first. How the timeline and the estimate are built.

Stiles Financial Services Inc held 13,931 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,931 shares
    Change vs previous 13F +898 shares

    0.38% of the 13F portfolio, value $1,497,608.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 13,033 shares
    Change vs previous 13F +2,784 shares

    0.39% of the 13F portfolio, value $1,282,204.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 10,249 shares
    Change vs previous 13F -507 shares

    0.31% of the 13F portfolio, value $1,016,572.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 10,756 shares
    Change vs previous 13F -2,364 shares

    0.28% of the 13F portfolio, value $898,461.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 13,120 shares
    Change vs previous 13F +1,013 shares

    0.46% of the 13F portfolio, value $1,323,600.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 12,107 shares
    Change vs previous 13F +122 shares

    0.51% of the 13F portfolio, value $1,331,162.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 11,985 shares
    Change vs previous 13F +1,663 shares

    0.55% of the 13F portfolio, value $1,510,772.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 10,322 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,407,084.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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