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Disclosery

Willis Investment Counsel: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Investment Counsel on UPS, newest first. How the timeline and the estimate are built.

Willis Investment Counsel held 109,094 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,094 shares
    Change vs previous 13F +20,121 shares

    0.56% of the 13F portfolio, value $11,727,605.

    13F-HR 0001310929-26-000004 filed by Willis Investment Counsel
    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 88,973 shares
    Change vs previous 13F -121,400 shares

    0.48% of the 13F portfolio, value $8,753,164.

    13F-HR 0001310929-26-000003 filed by Willis Investment Counsel
    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 210,373 shares
    Change vs previous 13F -18,358 shares

    1.08% of the 13F portfolio, value $20,866,898.

    13F-HR 0001310929-26-000001 filed by Willis Investment Counsel
    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 228,731 shares
    Change vs previous 13F -31,817 shares

    1.04% of the 13F portfolio, value $19,105,900.

    13F-HR 0001310929-25-000006 filed by Willis Investment Counsel
    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 260,548 shares
    Change vs previous 13F +20,817 shares

    1.54% of the 13F portfolio, value $26,299,715.

    13F-HR 0001310929-25-000004 filed by Willis Investment Counsel
    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 239,731 shares
    Change vs previous 13F +68,209 shares

    1.77% of the 13F portfolio, value $26,368,013.

    13F-HR 0001310929-25-000003 filed by Willis Investment Counsel
    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 171,522 shares
    Change vs previous 13F +1,721 shares

    1.42% of the 13F portfolio, value $21,628,924.

    13F-HR 0001310929-25-000001 filed by Willis Investment Counsel
    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 169,801 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $23,150,668.

    13F-HR 0001310929-24-000009 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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