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BROADWATER CAPITAL MANAGEMENT LLC: UPS position timeline

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

BROADWATER CAPITAL MANAGEMENT LLC held 1,255 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,255 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $134,913.

    13F-HR 0002084339-26-000011 filed by BROADWATER 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 1,255 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $124,483.

    13F-HR 0002084339-26-000010 filed by BROADWATER 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 1,255 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $124,483.

    13F-HR 0002084339-26-000001 filed by BROADWATER 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/A 1,255 shares
    Change vs previous 13F -156,716 shares

    0.08% of the 13F portfolio, value $104,830.

    13F-HR/A 0002084339-26-000002 filed by BROADWATER 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/A 157,971 shares
    Change vs previous 13F +156,406 shares

    0.23% of the 13F portfolio, value $157,971.

    13F-HR/A 0002084339-26-000003 filed by BROADWATER 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/A 1,565 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $172,134.

    13F-HR/A 0002084339-26-000004 filed by BROADWATER 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/A 1,565 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $197,347.

    13F-HR/A 0002084339-26-000005 filed by BROADWATER 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/A 1,565 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $213,372.

    13F-HR/A 0002084339-26-000006 filed by BROADWATER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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