Skip to content
Disclosery

Successful Portfolios LLC: UPS position timeline

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

Successful Portfolios LLC held 2,732 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,732 shares
    Change vs previous 13F -312 shares

    0.12% of the 13F portfolio, value $254,418.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,044 shares
    Change vs previous 13F -21 shares

    0.16% of the 13F portfolio, value $339,788.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,065 shares
    Change vs previous 13F -327 shares

    0.16% of the 13F portfolio, value $296,478.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,392 shares
    Change vs previous 13F +465 shares

    0.19% of the 13F portfolio, value $366,592.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,927 shares
    Change vs previous 13F +36 shares

    0.14% of the 13F portfolio, value $244,493.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,891 shares
    Change vs previous 13F -41 shares

    0.18% of the 13F portfolio, value $291,819.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,932 shares
    Change vs previous 13F +113 shares

    0.22% of the 13F portfolio, value $322,444.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,819 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $355,503.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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