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Disclosery

World Investment Advisors: UPS position timeline

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

World Investment Advisors held 80,519 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 80,519 shares
    Change vs previous 13F -76,387 shares

    0.13% of the 13F portfolio, value $7,964,374.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 156,906 shares
    Change vs previous 13F -127 shares

    0.25% of the 13F portfolio, value $15,436,404.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 157,033 shares
    Change vs previous 13F +78,456 shares

    0.26% of the 13F portfolio, value $15,576,157.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 78,577 shares
    Change vs previous 13F +56,772 shares

    0.13% of the 13F portfolio, value $6,563,578.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 21,805 shares
    Change vs previous 13F +1,987 shares

    0.05% of the 13F portfolio, value $2,200,962.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 19,818 shares
    Change vs previous 13F +202 shares

    0.06% of the 13F portfolio, value $2,179,825.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 19,616 shares
    Change vs previous 13F +1,941 shares

    0.07% of the 13F portfolio, value $2,473,616.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 17,675 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,409,806.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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