Charter Capital Management, LLC\DE: UPS position timeline

Charter Capital Management, LLC\DE held 4,503 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 4,503 shares

   Change vs previous 13F -908 shares

   0.21% of the 13F portfolio, value $484,023.

   13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,411 shares

   Change vs previous 13F +194 shares

   0.27% of the 13F portfolio, value $532,320.

   13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,217 shares

   Change vs previous 13F -3,014 shares

   0.27% of the 13F portfolio, value $517,501.

   13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,231 shares

   Change vs previous 13F +92 shares

   0.37% of the 13F portfolio, value $687,568.

   13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,139 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $821,593.

   13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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