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Spurstone Advisory Services, LLC: UPS position timeline

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

Spurstone Advisory Services, LLC held 3,182 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,182 shares
    Change vs previous 13F -510 shares

    4.76% of the 13F portfolio, value $348,556.

    13F-HR 0002056079-26-000003 filed by Spurstone Advisory Services, 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 3,692 shares
    Change vs previous 13F -50 shares

    6.22% of the 13F portfolio, value $363,219.

    13F-HR 0002056079-26-000002 filed by Spurstone Advisory Services, 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 3,742 shares
    Change vs previous 13F +100 shares

    5.84% of the 13F portfolio, value $371,169.

    13F-HR 0002056079-26-000001 filed by Spurstone Advisory Services, 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 3,642 shares
    Change vs previous 13F 0 shares

    4.36% of the 13F portfolio, value $304,216.

    13F-HR 0002056079-25-000006 filed by Spurstone Advisory Services, 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 3,642 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $367,623.

    13F-HR 0002056079-25-000004 filed by Spurstone Advisory Services, 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 3,642 shares
    Change vs previous 13F +2,189 shares

    7.79% of the 13F portfolio, value $400,583.

    13F-HR 0002056079-25-000002 filed by Spurstone Advisory Services, 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 1,453 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $183,223.

    13F-HR 0002056079-25-000001 filed by Spurstone Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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