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Disclosery

Tilson Financial Group, Inc.: UPS position timeline

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

Tilson Financial Group, Inc. held 23,021 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,021 shares
    Change vs previous 13F +150 shares

    0.68% of the 13F portfolio, value $2,474,758.

    13F-HR 0001964820-26-000004 filed by Tilson 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 22,871 shares
    Change vs previous 13F -27 shares

    0.68% of the 13F portfolio, value $2,250,049.

    13F-HR 0001964820-26-000003 filed by Tilson 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 22,898 shares
    Change vs previous 13F +11 shares

    0.7% of the 13F portfolio, value $2,271,253.

    13F-HR 0001964820-26-000001 filed by Tilson 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 22,887 shares
    Change vs previous 13F -3 shares

    0.63% of the 13F portfolio, value $1,911,751.

    13F-HR 0001964820-25-000007 filed by Tilson 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 22,890 shares
    Change vs previous 13F -4 shares

    0.87% of the 13F portfolio, value $2,311,000.

    13F-HR 0001964820-25-000005 filed by Tilson 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 22,894 shares
    Change vs previous 13F -15 shares

    1% of the 13F portfolio, value $2,518,000.

    13F-HR 0001964820-25-000004 filed by Tilson 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 22,909 shares
    Change vs previous 13F +15 shares

    1.18% of the 13F portfolio, value $2,889,000.

    13F-HR 0001964820-25-000001 filed by Tilson 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/A 22,894 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,121,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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