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EAGLE ROCK INVESTMENT COMPANY, LLC: UPS position timeline

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

EAGLE ROCK INVESTMENT COMPANY, LLC held 3,633 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,633 shares
    Change vs previous 13F +725 shares

    0.05% of the 13F portfolio, value $390,548.

    13F-HR 0001951757-26-000955 filed by EAGLE ROCK INVESTMENT COMPANY, 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 2,908 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $286,089.

    13F-HR 0001951757-26-000549 filed by EAGLE ROCK INVESTMENT COMPANY, 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 2,908 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $288,445.

    13F-HR 0001951757-26-000080 filed by EAGLE ROCK INVESTMENT COMPANY, 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 2,908 shares
    Change vs previous 13F -1,971 shares

    0.04% of the 13F portfolio, value $242,905.

    13F-HR 0001951757-25-001330 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,879 shares
    Change vs previous 13F -38,086 shares

    0.08% of the 13F portfolio, value $492,486.

    13F-HR 0001951757-25-000937 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,965 shares
    Change vs previous 13F -385 shares

    0.81% of the 13F portfolio, value $4,725,720.

    13F-HR 0001951757-25-000331 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    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 43,350 shares
    Change vs previous 13F -10 shares

    0.91% of the 13F portfolio, value $5,466,435.

    13F-HR 0001951757-25-000025 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 43,360 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,911,702.

    13F-HR 0001951757-24-000970 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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