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Biechele Royce Advisors: UPS position timeline

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

Biechele Royce Advisors held 109,205 UPS shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 109,205 shares
    Change vs previous 13F +8,393 shares

    4.91% of the 13F portfolio, value $14,889,000.

    13F-HR 0001730808-24-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 100,812 shares
    Change vs previous 13F +6,797 shares

    4.66% of the 13F portfolio, value $13,796,000.

    13F-HR 0001730808-24-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 94,015 shares
    Change vs previous 13F +5,895 shares

    4.63% of the 13F portfolio, value $13,974,000.

    13F-HR 0001730808-24-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 88,120 shares
    Change vs previous 13F +4,581 shares

    4.54% of the 13F portfolio, value $13,855,000.

    13F-HR 0001730808-24-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 83,539 shares
    Change vs previous 13F +3,033 shares

    4.8% of the 13F portfolio, value $13,021,000.

    13F-HR 0001730808-23-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 80,506 shares
    Change vs previous 13F +5,152 shares

    5.03% of the 13F portfolio, value $14,431,000.

    13F-HR 0001730808-23-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 75,354 shares
    Change vs previous 13F +12,177 shares

    5.44% of the 13F portfolio, value $14,618,000.

    13F-HR 0001730808-23-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 63,177 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $10,983,000.

    13F-HR 0001730808-23-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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