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Weaver C. Barksdale & Associates, Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weaver C. Barksdale & Associates, Inc. on UPS, newest first. How the timeline and the estimate are built.

Weaver C. Barksdale & Associates, Inc. held 11,701 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,701 shares
    Change vs previous 13F -15 shares

    1.13% of the 13F portfolio, value $1,257,906.

    13F-HR 0001214659-26-010105 filed by Weaver C. Barksdale & Associates, 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 11,716 shares
    Change vs previous 13F +672 shares

    1.1% of the 13F portfolio, value $1,153,462.

    13F-HR 0001214659-26-006136 filed by Weaver C. Barksdale & Associates, 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 11,044 shares
    Change vs previous 13F -1,383 shares

    1.15% of the 13F portfolio, value $1,096,126.

    13F-HR 0001214659-26-001653 filed by Weaver C. Barksdale & Associates, 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 12,427 shares
    Change vs previous 13F -793 shares

    1% of the 13F portfolio, value $1,039,274.

    13F-HR 0001214659-25-016245 filed by Weaver C. Barksdale & Associates, 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 13,220 shares
    Change vs previous 13F -118 shares

    1.28% of the 13F portfolio, value $1,333,001.

    13F-HR 0001214659-25-011831 filed by Weaver C. Barksdale & Associates, 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 13,338 shares
    Change vs previous 13F -316 shares

    1.41% of the 13F portfolio, value $1,465,470.

    13F-HR 0001214659-25-007513 filed by Weaver C. Barksdale & Associates, 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 13,654 shares
    Change vs previous 13F -339 shares

    1.65% of the 13F portfolio, value $1,720,515.

    13F-HR 0001214659-25-002428 filed by Weaver C. Barksdale & Associates, 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 13,993 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,907,805.

    13F-HR 0001214659-24-018832 filed by Weaver C. Barksdale & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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