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FORTE CAPITAL LLC /ADV: UPS position timeline

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

FORTE CAPITAL LLC /ADV held 20,975 UPS shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,975 shares
    Change vs previous 13F +1,153 shares

    0.23% of the 13F portfolio, value $2,117,229.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,822 shares
    Change vs previous 13F +10,198 shares

    0.26% of the 13F portfolio, value $2,180,219.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,624 shares
    Change vs previous 13F -2,296 shares

    0.14% of the 13F portfolio, value $1,213,612.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,920 shares
    Change vs previous 13F -1,126 shares

    0.18% of the 13F portfolio, value $1,625,126.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 13,046 shares
    Change vs previous 13F -254 shares

    0.22% of the 13F portfolio, value $1,785,395.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 13,300 shares
    Change vs previous 13F -794 shares

    0.24% of the 13F portfolio, value $1,976,799.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,094 shares
    Change vs previous 13F -350 shares

    0.3% of the 13F portfolio, value $2,215,977.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 14,444 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,251,333.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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