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Disclosery

Stockman Wealth Management, Inc.: UPS position timeline

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

Stockman Wealth Management, Inc. held 137,353 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,353 shares
    Change vs previous 13F +130 shares

    1.53% of the 13F portfolio, value $14,765,448.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, 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 137,223 shares
    Change vs previous 13F +11,896 shares

    1.49% of the 13F portfolio, value $13,499,999.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, 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/A 125,327 shares
    Change vs previous 13F +230 shares

    1.45% of the 13F portfolio, value $12,431,186.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, 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 125,097 shares
    Change vs previous 13F +12,141 shares

    1.3% of the 13F portfolio, value $10,449,353.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, 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 112,956 shares
    Change vs previous 13F +13,951 shares

    1.55% of the 13F portfolio, value $11,401,779.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, 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 99,005 shares
    Change vs previous 13F +12,332 shares

    1.61% of the 13F portfolio, value $10,889,560.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, 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 86,673 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $10,929,466.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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