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Disclosery

Summit Global Investments: UPS position timeline

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

Summit Global Investments held 20,101 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,101 shares
    Change vs previous 13F -679 shares

    0.12% of the 13F portfolio, value $2,161,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 20,780 shares
    Change vs previous 13F +7,478 shares

    0.12% of the 13F portfolio, value $2,044,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 13,302 shares
    Change vs previous 13F +1,384 shares

    0.08% of the 13F portfolio, value $1,319,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 11,918 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $996,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 11,976 shares
    Change vs previous 13F +531 shares

    0.07% of the 13F portfolio, value $1,209,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 11,445 shares
    Change vs previous 13F -64,984 shares

    0.09% of the 13F portfolio, value $1,259,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 76,429 shares
    Change vs previous 13F +57,447 shares

    0.6% of the 13F portfolio, value $9,638,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 18,982 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,588,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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