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Sovereign's Capital Management, LLC: UPS position timeline

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

Sovereign's Capital Management, LLC held 35,834 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,834 shares
    Change vs previous 13F -441 shares

    2.57% of the 13F portfolio, value $3,853,772.

    13F-HR 0001172661-26-003636 filed by Sovereign's Capital 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 36,275 shares
    Change vs previous 13F -17,658 shares

    2.63% of the 13F portfolio, value $3,569,177.

    13F-HR 0001172661-26-002209 filed by Sovereign's Capital 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 53,933 shares
    Change vs previous 13F -3,608 shares

    3.24% of the 13F portfolio, value $5,349,615.

    13F-HR 0001172661-26-000832 filed by Sovereign's Capital 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 57,541 shares
    Change vs previous 13F +39,293 shares

    2.61% of the 13F portfolio, value $4,806,399.

    13F-HR 0001172661-25-004850 filed by Sovereign's Capital 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 18,248 shares
    Change vs previous 13F +1,152 shares

    0.99% of the 13F portfolio, value $1,841,953.

    13F-HR 0001172661-25-003254 filed by Sovereign's Capital 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 17,096 shares
    Change vs previous 13F +1,296 shares

    1.12% of the 13F portfolio, value $1,880,389.

    13F-HR 0001172661-25-002095 filed by Sovereign's Capital 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 15,800 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,992,380.

    13F-HR 0001172661-25-000889 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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