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EASTERLY INVESTMENT PARTNERS LLC: UPS position timeline

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

EASTERLY INVESTMENT PARTNERS LLC held 63,000 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,000 shares
    Change vs previous 13F -90,675 shares

    0.34% of the 13F portfolio, value $6,772,500.

    13F-HR 0001214659-26-008851 filed by EASTERLY INVESTMENT PARTNERS 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 153,675 shares
    Change vs previous 13F +36,403 shares

    1.15% of the 13F portfolio, value $15,066,136.

    13F-HR 0001214659-26-005875 filed by EASTERLY INVESTMENT PARTNERS 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 117,272 shares
    Change vs previous 13F -2,271 shares

    0.71% of the 13F portfolio, value $11,632,210.

    13F-HR 0001214659-26-001393 filed by EASTERLY INVESTMENT PARTNERS 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 119,543 shares
    Change vs previous 13F +56,938 shares

    0.68% of the 13F portfolio, value $9,985,427.

    13F-HR 0001214659-25-016273 filed by EASTERLY INVESTMENT PARTNERS 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 62,605 shares
    Change vs previous 13F +58,289 shares

    0.45% of the 13F portfolio, value $6,319,349.

    13F-HR 0001214659-25-011001 filed by EASTERLY INVESTMENT PARTNERS 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 4,316 shares
    Change vs previous 13F -6,760 shares

    0.04% of the 13F portfolio, value $474,717.

    13F-HR 0001214659-25-006854 filed by EASTERLY INVESTMENT PARTNERS 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 11,076 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,396,684.

    13F-HR 0001214659-25-002436 filed by EASTERLY INVESTMENT PARTNERS 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 11,076 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,510,102.

    13F-HR 0001214659-24-018238 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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