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Disclosery

Taylor Financial Group, Inc.: UPS position timeline

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

Taylor Financial Group, Inc. held 6,495 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,495 shares
    Change vs previous 13F +932 shares

    0.38% of the 13F portfolio, value $698,213.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, 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 5,563 shares
    Change vs previous 13F +1,460 shares

    0.33% of the 13F portfolio, value $547,288.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, 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 4,103 shares
    Change vs previous 13F -2,588 shares

    0.24% of the 13F portfolio, value $406,977.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, 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 6,691 shares
    Change vs previous 13F +56 shares

    0.32% of the 13F portfolio, value $558,899.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, 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 6,635 shares
    Change vs previous 13F -890 shares

    0.42% of the 13F portfolio, value $669,737.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, 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 7,525 shares
    Change vs previous 13F +2,439 shares

    0.58% of the 13F portfolio, value $827,675.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, 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 5,086 shares
    Change vs previous 13F +63 shares

    0.44% of the 13F portfolio, value $641,345.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    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 5,023 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $684,836.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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