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Disclosery

CWM, LLC: UPS position timeline

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

CWM, LLC held 312,409 UPS shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 312,409 shares
    Change vs previous 13F +15,052 shares

    0.08% of the 13F portfolio, value $30,734,785.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 297,357 shares
    Change vs previous 13F +98,309 shares

    0.08% of the 13F portfolio, value $29,495,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 199,048 shares
    Change vs previous 13F +20,805 shares

    0.05% of the 13F portfolio, value $16,626,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 178,243 shares
    Change vs previous 13F +81,317 shares

    0.06% of the 13F portfolio, value $17,992,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 96,926 shares
    Change vs previous 13F +19,369 shares

    0.04% of the 13F portfolio, value $10,661,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 77,557 shares
    Change vs previous 13F -7,979 shares

    0.04% of the 13F portfolio, value $9,780,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 85,536 shares
    Change vs previous 13F +1,378 shares

    0.05% of the 13F portfolio, value $11,662,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 84,158 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,517,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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