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Advisors Capital Management, LLC: UPS position timeline

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

Advisors Capital Management, LLC held 25,791 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,791 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $2,772,589.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 24,791 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $2,438,953.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 24,822 shares
    Change vs previous 13F -700 shares

    0.03% of the 13F portfolio, value $2,462,164.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 25,522 shares
    Change vs previous 13F -1,103 shares

    0.03% of the 13F portfolio, value $2,131,890.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 26,625 shares
    Change vs previous 13F -337,360 shares

    0.04% of the 13F portfolio, value $2,687,605.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 363,985 shares
    Change vs previous 13F +86,126 shares

    0.62% of the 13F portfolio, value $40,034,721.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 277,859 shares
    Change vs previous 13F -29,998 shares

    0.55% of the 13F portfolio, value $35,038,087.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 307,857 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $41,973,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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