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Coyle Financial Counsel LLC: UPS position timeline

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

Coyle Financial Counsel LLC held 5,640 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,640 shares
    Change vs previous 13F -83 shares

    0.11% of the 13F portfolio, value $606,300.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 5,723 shares
    Change vs previous 13F -390 shares

    0.12% of the 13F portfolio, value $563,029.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 6,113 shares
    Change vs previous 13F +355 shares

    0.13% of the 13F portfolio, value $606,348.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 5,758 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $480,966.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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