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Disclosery

Royal Fund Management, LLC: UPS position timeline

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

Royal Fund Management, LLC held 17,489 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,489 shares
    Change vs previous 13F +2,075 shares

    0.16% of the 13F portfolio, value $1,880,068.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 15,414 shares
    Change vs previous 13F +5,500 shares

    0.15% of the 13F portfolio, value $1,516,430.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 9,914 shares
    Change vs previous 13F -12,900 shares

    0.09% of the 13F portfolio, value $983,370.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 22,814 shares
    Change vs previous 13F +1,880 shares

    0.23% of the 13F portfolio, value $1,905,654.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 20,934 shares
    Change vs previous 13F +803 shares

    0.23% of the 13F portfolio, value $2,113,112.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 20,131 shares
    Change vs previous 13F -5,759 shares

    0.26% of the 13F portfolio, value $2,214,361.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 25,890 shares
    Change vs previous 13F -10,842 shares

    0.35% of the 13F portfolio, value $3,264,729.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 36,732 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,008,042.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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