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CARY STREET PARTNERS ASSET MANAGEMENT LLC: UPS position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 15,654 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,654 shares
    Change vs previous 13F +1,724 shares

    0.03% of the 13F portfolio, value $1,682,765.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,873 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,781 shares

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

  2. period ended2026-03-31
    13F 13,930 shares
    Change vs previous 13F +308 shares

    0.03% of the 13F portfolio, value $1,370,472.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,453 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,477 shares

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

  3. period ended2025-12-31
    13F 13,622 shares
    Change vs previous 13F -2,067 shares

    0.03% of the 13F portfolio, value $1,351,215.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,642 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 980 shares

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

  4. period ended2025-09-30
    13F 15,689 shares
    Change vs previous 13F -23,069 shares

    0.03% of the 13F portfolio, value $1,310,483.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,754 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 935 shares

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

  5. period ended2025-06-30
    13F 38,758 shares
    Change vs previous 13F -2,952 shares

    0.1% of the 13F portfolio, value $3,912,299.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 37,545 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,213 shares

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

  6. period ended2025-03-31
    13F 41,710 shares
    Change vs previous 13F +5,410 shares

    0.14% of the 13F portfolio, value $4,587,673.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 40,090 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,620 shares

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

  7. period ended2024-12-31
    13F 36,300 shares
    Change vs previous 13F -7,203 shares

    0.14% of the 13F portfolio, value $4,577,394.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,133 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,167 shares

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

  8. period ended2024-09-30
    13F 43,503 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,931,000.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,503 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 18,883 shares (included in another member's report, not added)

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