Joseph Group Capital Management: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph Group Capital Management on UPS, newest first. How the timeline and the estimate are built.
Joseph Group Capital Management held 691 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 691 sharesChange vs previous 13F -156 shares
0.02% of the 13F portfolio, value $74,283.
13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 847 sharesChange vs previous 13F +254 shares
0.02% of the 13F portfolio, value $83,328.
13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 593 sharesChange vs previous 13F +228 shares
0.02% of the 13F portfolio, value $58,820.
13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 365 sharesChange vs previous 13F +35 shares
0.01% of the 13F portfolio, value $30,488.
13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 330 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $33,310.
13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 330 sharesChange vs previous 13F +150 shares
0.01% of the 13F portfolio, value $36,297.
13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 180 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $22,698.
13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 180 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $24,541.
13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).