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Towne Trust Company, N.A: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towne Trust Company, N.A on UPS, newest first. How the timeline and the estimate are built.

Towne Trust Company, N.A held 11,797 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,797 shares
    Change vs previous 13F -1,102 shares

    0.38% of the 13F portfolio, value $1,268,178.

    13F-HR 0001102256-26-000004 filed by Towne Trust Company, N.A
    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 12,899 shares
    Change vs previous 13F -1,905 shares

    0.41% of the 13F portfolio, value $1,269,004.

    13F-HR 0001102256-26-000003 filed by Towne Trust Company, N.A
    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 14,804 shares
    Change vs previous 13F -2,257 shares

    0.46% of the 13F portfolio, value $1,468,409.

    13F-HR 0001102256-26-000002 filed by Towne Trust Company, N.A
    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 17,061 shares
    Change vs previous 13F -2,490 shares

    0.46% of the 13F portfolio, value $1,425,106.

    13F-HR 0001102256-25-000009 filed by Towne Trust Company, N.A
    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/A 19,551 shares
    Change vs previous 13F -3,286 shares

    0.69% of the 13F portfolio, value $1,973,478.

    13F-HR/A 0001102256-25-000007 filed by Towne Trust Company, N.A
    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 22,837 shares
    Change vs previous 13F -835 shares

    0.88% of the 13F portfolio, value $2,511,842.

    13F-HR 0001102256-25-000003 filed by Towne Trust Company, N.A
    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 23,672 shares
    Change vs previous 13F +441 shares

    1.05% of the 13F portfolio, value $2,985,039.

    13F-HR 0001102256-25-000001 filed by Towne Trust Company, N.A
    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 23,231 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,167,315.

    13F-HR 0001102256-24-000004 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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