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Disclosery

Strategic Planning, Inc.: UPS position timeline

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

Strategic Planning, Inc. held 47,167 UPS shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 47,167 shares
    Change vs previous 13F +77 shares

    2.33% of the 13F portfolio, value $4,640,272.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 47,090 shares
    Change vs previous 13F +579 shares

    2.52% of the 13F portfolio, value $4,670,819.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 46,511 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,885,064.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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