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Disclosery

Berkeley Capital Partners, LLC: UPS position timeline

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

Berkeley Capital Partners, LLC held 12,233 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,233 shares
    Change vs previous 13F +112 shares

    0.27% of the 13F portfolio, value $1,315,048.

    13F-HR 0001376474-26-000537 filed by Berkeley Capital Partners, 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 12,121 shares
    Change vs previous 13F +5,874 shares

    0.28% of the 13F portfolio, value $1,192,464.

    13F-HR 0001376474-26-000352 filed by Berkeley Capital Partners, 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 6,247 shares
    Change vs previous 13F -7,445 shares

    0.15% of the 13F portfolio, value $619,640.

    13F-HR 0001376474-26-000127 filed by Berkeley Capital Partners, 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 13,692 shares
    Change vs previous 13F -1,228 shares

    0.27% of the 13F portfolio, value $1,143,705.

    13F-HR 0001376474-25-000909 filed by Berkeley Capital Partners, 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 14,920 shares
    Change vs previous 13F +6,133 shares

    0.38% of the 13F portfolio, value $1,506,022.

    13F-HR 0001376474-25-000688 filed by Berkeley Capital Partners, 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 8,787 shares
    Change vs previous 13F +5,010 shares

    0.27% of the 13F portfolio, value $966,434.

    13F-HR 0001376474-25-000428 filed by Berkeley Capital Partners, 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 3,777 shares
    Change vs previous 13F -3,939 shares

    0.13% of the 13F portfolio, value $476,258.

    13F-HR 0001376474-25-000179 filed by Berkeley Capital Partners, 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 7,716 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,052,030.

    13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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