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CAPTRUST FINANCIAL ADVISORS: UPS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 124,742 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,742 shares
    Change vs previous 13F -6,629 shares

    0.02% of the 13F portfolio, value $13,409,793.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 131,371 shares
    Change vs previous 13F +33,904 shares

    0.02% of the 13F portfolio, value $12,923,890.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 97,467 shares
    Change vs previous 13F +22,116 shares

    0.02% of the 13F portfolio, value $9,667,704.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,351 shares
    Change vs previous 13F +3,869 shares

    0.01% of the 13F portfolio, value $6,294,052.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 71,482 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $7,215,373.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 71,655 shares
    Change vs previous 13F +21,450 shares

    0.02% of the 13F portfolio, value $7,881,371.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,205 shares
    Change vs previous 13F +2,217 shares

    0.02% of the 13F portfolio, value $6,330,845.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,542,724.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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