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Disclosery

TrueMark Investments, LLC: UPS position timeline

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

TrueMark Investments, LLC held 114,909 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,909 shares
    Change vs previous 13F +14,973 shares

    1.55% of the 13F portfolio, value $12,352,718.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, LLC
    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 99,936 shares
    Change vs previous 13F +38,802 shares

    1.91% of the 13F portfolio, value $9,831,704.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 61,134 shares
    Change vs previous 13F +44,957 shares

    1.16% of the 13F portfolio, value $6,063,881.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,177 shares
    Change vs previous 13F +1,140 shares

    0.23% of the 13F portfolio, value $1,351,265.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,037 shares
    Change vs previous 13F -2,821 shares

    0.33% of the 13F portfolio, value $1,517,835.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, LLC
    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 17,858 shares
    Change vs previous 13F -19,037 shares

    0.51% of the 13F portfolio, value $1,964,201.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,895 shares
    Change vs previous 13F +3,132 shares

    1.48% of the 13F portfolio, value $4,652,460.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,763 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,603,247.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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