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Disclosery

Shorepoint Capital Partners LLC: UPS position timeline

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

Shorepoint Capital Partners LLC held 19,504 UPS shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 19,504 shares
    Change vs previous 13F +282 shares

    0.49% of the 13F portfolio, value $2,145,244.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital 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 ended2024-12-31
    13F 19,222 shares
    Change vs previous 13F +8,690 shares

    0.55% of the 13F portfolio, value $2,423,894.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital 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 ended2024-09-30
    13F 10,532 shares
    Change vs previous 13F -8,299 shares

    0.33% of the 13F portfolio, value $1,435,933.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital 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 ended2024-06-30
    13F 18,831 shares
    Change vs previous 13F +965 shares

    0.6% of the 13F portfolio, value $2,577,022.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital 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 ended2024-03-31
    13F 17,866 shares
    Change vs previous 13F +561 shares

    0.65% of the 13F portfolio, value $2,655,424.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital 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 ended2023-12-31
    13F 17,305 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,720,865.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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