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CHARTER RESEARCH & INVESTMENT GROUP, INC.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTER RESEARCH & INVESTMENT GROUP, INC. on UPS, newest first. How the timeline and the estimate are built.

CHARTER RESEARCH & INVESTMENT GROUP, INC. held 9,778 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 9,778 shares
    Change vs previous 13F -265 shares

    0.64% of the 13F portfolio, value $1,051,169.

    13F-HR 0001214659-26-010041 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 10,043 shares
    Change vs previous 13F -12 shares

    0.66% of the 13F portfolio, value $988,061.

    13F-HR 0001214659-26-005954 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 10,055 shares
    Change vs previous 13F -460 shares

    0.67% of the 13F portfolio, value $997,387.

    13F-HR 0001214659-26-001408 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 10,515 shares
    Change vs previous 13F -205 shares

    0.61% of the 13F portfolio, value $878,344.

    13F-HR 0001214659-25-016244 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 10,720 shares
    Change vs previous 13F -3,355 shares

    0.81% of the 13F portfolio, value $1,082,109.

    13F-HR 0001214659-25-011722 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 14,075 shares
    Change vs previous 13F -720 shares

    1.18% of the 13F portfolio, value $1,548,144.

    13F-HR 0001214659-25-007379 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 14,795 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $1,865,689.

    13F-HR 0001214659-25-002447 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 14,795 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,017,193.

    13F-HR 0001214659-24-018705 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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