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AM INVESTMENT STRATEGIES LLC: UPS position timeline

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

AM INVESTMENT STRATEGIES LLC held 11,985 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,985 shares
    Change vs previous 13F -6,876 shares

    0.25% of the 13F portfolio, value $1,288,000.

    13F-HR 0001818897-26-000003 filed by AM INVESTMENT STRATEGIES 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 18,861 shares
    Change vs previous 13F -174 shares

    0.41% of the 13F portfolio, value $1,856,000.

    13F-HR 0001818897-26-000002 filed by AM INVESTMENT STRATEGIES 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 19,035 shares
    Change vs previous 13F -14,779 shares

    0.39% of the 13F portfolio, value $1,888,000.

    13F-HR 0001818897-26-000001 filed by AM INVESTMENT STRATEGIES 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 33,814 shares
    Change vs previous 13F +12,241 shares

    0.61% of the 13F portfolio, value $2,824,000.

    13F-HR 0001818897-25-000007 filed by AM INVESTMENT STRATEGIES 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 21,573 shares
    Change vs previous 13F -772 shares

    0.51% of the 13F portfolio, value $2,177,000.

    13F-HR 0001818897-25-000004 filed by AM INVESTMENT STRATEGIES 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 22,345 shares
    Change vs previous 13F +1,476 shares

    0.6% of the 13F portfolio, value $2,458,000.

    13F-HR 0001818897-25-000003 filed by AM INVESTMENT STRATEGIES 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 20,869 shares
    Change vs previous 13F +4,805 shares

    0.64% of the 13F portfolio, value $2,632,000.

    13F-HR 0001818897-25-000001 filed by AM INVESTMENT STRATEGIES 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 16,064 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,190,000.

    13F-HR 0001818897-24-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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