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Stonebridge Capital Advisors LLC: UPS position timeline

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

Stonebridge Capital Advisors LLC held 122,996 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 122,996 shares
    Change vs previous 13F +1,125 shares

    0.85% of the 13F portfolio, value $13,222,081.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital Advisors 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 121,871 shares
    Change vs previous 13F +45,556 shares

    0.84% of the 13F portfolio, value $11,989,627.

    13F-HR 0001600035-26-000002 filed by Stonebridge Capital 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 ended2025-12-31
    13F 76,315 shares
    Change vs previous 13F +2,978 shares

    0.52% of the 13F portfolio, value $7,569,706.

    13F-HR 0001600035-26-000001 filed by Stonebridge Capital 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 ended2025-09-30
    13F 73,337 shares
    Change vs previous 13F -4,351 shares

    0.44% of the 13F portfolio, value $6,125,828.

    13F-HR 0001600035-25-000005 filed by Stonebridge Capital 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 ended2025-06-30
    13F 77,688 shares
    Change vs previous 13F -4,270 shares

    0.6% of the 13F portfolio, value $7,841,792.

    13F-HR 0001600035-25-000003 filed by Stonebridge Capital Advisors 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 81,958 shares
    Change vs previous 13F +629 shares

    0.73% of the 13F portfolio, value $9,014,537.

    13F-HR 0001600035-25-000002 filed by Stonebridge Capital Advisors 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 81,329 shares
    Change vs previous 13F +1,423 shares

    0.82% of the 13F portfolio, value $10,255,579.

    13F-HR 0001600035-25-000001 filed by Stonebridge Capital Advisors 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 79,906 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $10,894,394.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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