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Disclosery

CapWealth Advisors, LLC: UPS position timeline

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

CapWealth Advisors, LLC held 234,063 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 234,063 shares
    Change vs previous 13F -711 shares

    1.65% of the 13F portfolio, value $21,870,868.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 234,774 shares
    Change vs previous 13F +4,593 shares

    1.73% of the 13F portfolio, value $25,238,200.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 230,181 shares
    Change vs previous 13F +7,675 shares

    1.68% of the 13F portfolio, value $22,645,163.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 222,506 shares
    Change vs previous 13F +6,279 shares

    1.51% of the 13F portfolio, value $22,070,369.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 216,227 shares
    Change vs previous 13F +19,188 shares

    1.24% of the 13F portfolio, value $18,061,400.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 197,039 shares
    Change vs previous 13F +101,448 shares

    1.96% of the 13F portfolio, value $19,889,092.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 95,591 shares
    Change vs previous 13F +11,717 shares

    1.14% of the 13F portfolio, value $10,514,029.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 83,874 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $10,576,520.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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