Altrius Capital Management Inc: UPS position timeline

Altrius Capital Management Inc held 56,782 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 56,782 shares

   Change vs previous 13F +1,528 shares

   1.16% of the 13F portfolio, value $6,104,125.

   13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 55,254 shares

   Change vs previous 13F -1,269 shares

   1.08% of the 13F portfolio, value $5,435,966.

   13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 56,523 shares

   Change vs previous 13F +776 shares

   1.19% of the 13F portfolio, value $5,606,526.

   13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 55,747 shares

   Change vs previous 13F +12,090 shares

   1.06% of the 13F portfolio, value $4,656,606.

   13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 43,657 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $4,406,773.

   13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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