Skip to content
Disclosery

Watts Gwilliam & Co., LLC: UPS position timeline

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

Watts Gwilliam & Co., LLC held 11,321 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,321 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $945,646.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,421 shares
    Change vs previous 13F -119 shares

    0.16% of the 13F portfolio, value $971,359.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,540 shares
    Change vs previous 13F +4,271 shares

    0.28% of the 13F portfolio, value $1,269,294.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,269 shares
    Change vs previous 13F +72 shares

    0.19% of the 13F portfolio, value $908,486.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,197 shares
    Change vs previous 13F +34 shares

    0.21% of the 13F portfolio, value $942,525.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,163 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,059,713.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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