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Disclosery

Stolper Co: UPS position timeline

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

Stolper Co held 39,135 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,135 shares
    Change vs previous 13F +26,954 shares

    1.09% of the 13F portfolio, value $4,207,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    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 12,181 shares
    Change vs previous 13F -17,482 shares

    0.67% of the 13F portfolio, value $2,365,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    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 29,663 shares
    Change vs previous 13F -476 shares

    0.87% of the 13F portfolio, value $2,942,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    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/A 30,139 shares
    Change vs previous 13F +6 shares

    0.76% of the 13F portfolio, value $2,518,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    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 30,133 shares
    Change vs previous 13F -5,539 shares

    1% of the 13F portfolio, value $3,042,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    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 35,672 shares
    Change vs previous 13F +114 shares

    1.29% of the 13F portfolio, value $3,924,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    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 35,558 shares
    Change vs previous 13F +638 shares

    1.49% of the 13F portfolio, value $4,484,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    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 34,920 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,761,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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