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Disclosery

Womack Financial LLC: UPS position timeline

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

Womack Financial LLC held 5,061 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 5,061 shares
    Change vs previous 13F -282 shares

    0.36% of the 13F portfolio, value $544,058.

    13F-HR 0002107079-26-000009 filed by Womack Financial LLC
    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 5,343 shares
    Change vs previous 13F +56 shares

    0.39% of the 13F portfolio, value $525,644.

    13F-HR 0002107079-26-000008 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,287 shares
    Change vs previous 13F +588 shares

    0.39% of the 13F portfolio, value $524,418.

    13F-HR 0002107079-26-000005 filed by Womack Financial LLC
    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 4,699 shares
    Change vs previous 13F +362 shares

    0.3% of the 13F portfolio, value $392,507.

    13F-HR 0002107079-26-000004 filed by Womack Financial LLC
    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 4,337 shares
    Change vs previous 13F +165 shares

    0.36% of the 13F portfolio, value $437,807.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial LLC
    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/A 4,172 shares
    Change vs previous 13F -64 shares

    0.42% of the 13F portfolio, value $458,893.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial LLC
    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 4,236 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $534,184.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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