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FIRST FOUNDATION ADVISORS: UPS position timeline

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

FIRST FOUNDATION ADVISORS held 23,873 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 23,873 shares
    Change vs previous 13F -12,588 shares

    0.09% of the 13F portfolio, value $2,566,308.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION 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 36,461 shares
    Change vs previous 13F -139,652 shares

    0.14% of the 13F portfolio, value $3,587,038.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION 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 176,113 shares
    Change vs previous 13F -16,442 shares

    0.66% of the 13F portfolio, value $17,468,692.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION 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 192,555 shares
    Change vs previous 13F -24,744 shares

    0.59% of the 13F portfolio, value $16,084,092.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION 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 217,299 shares
    Change vs previous 13F -88,256 shares

    0.81% of the 13F portfolio, value $21,934,129.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION 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 305,555 shares
    Change vs previous 13F -13,606 shares

    1.37% of the 13F portfolio, value $33,608,050.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION 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 319,161 shares
    Change vs previous 13F -1,113 shares

    1.51% of the 13F portfolio, value $40,246,155.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION 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 320,274 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $43,666,157.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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