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Birch Capital Management, LLC: UPS position timeline

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

Birch Capital Management, LLC held 62,243 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,243 shares
    Change vs previous 13F +10,136 shares

    3.27% of the 13F portfolio, value $6,691,123.

    13F-HR 0001799859-26-000003 filed by Birch 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 52,107 shares
    Change vs previous 13F +7,965 shares

    2.69% of the 13F portfolio, value $5,126,287.

    13F-HR 0001799859-26-000002 filed by Birch 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 44,142 shares
    Change vs previous 13F -6,248 shares

    2.18% of the 13F portfolio, value $4,378,445.

    13F-HR 0001799859-26-000001 filed by Birch 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 50,390 shares
    Change vs previous 13F -1,004 shares

    2.15% of the 13F portfolio, value $4,209,077.

    13F-HR 0001799859-25-000006 filed by Birch 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 51,394 shares
    Change vs previous 13F -40 shares

    2.66% of the 13F portfolio, value $5,187,710.

    13F-HR 0001799859-25-000004 filed by Birch 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 51,434 shares
    Change vs previous 13F +3,793 shares

    2.94% of the 13F portfolio, value $5,657,226.

    13F-HR 0001799859-25-000003 filed by Birch 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 47,641 shares
    Change vs previous 13F +850 shares

    3.02% of the 13F portfolio, value $6,007,530.

    13F-HR 0001799859-25-000001 filed by Birch 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 46,791 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $6,379,485.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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