STEEL GROVE CAPITAL ADVISORS, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEEL GROVE CAPITAL ADVISORS, LLC on UPS, newest first. How the timeline and the estimate are built.
STEEL GROVE CAPITAL ADVISORS, LLC held 18,178 UPS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 18,178 sharesChange vs previous 13F +2,341 shares
0.15% of the 13F portfolio, value $1,698,552.
13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Accepted , ingested - period ended2026-06-3013F 15,837 sharesChange vs previous 13F +394 shares
0.16% of the 13F portfolio, value $1,702,477.
13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,443 sharesChange vs previous 13F +11,704 shares
0.16% of the 13F portfolio, value $1,519,282.
13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,739 sharesChange vs previous 13F -11,673 shares
0.04% of the 13F portfolio, value $370,871.
13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,412 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $1,555,687.
13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,412 sharesChange vs previous 13F +932 shares
0.18% of the 13F portfolio, value $1,555,687.
13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,480 sharesChange vs previous 13F +11,870 shares
0.24% of the 13F portfolio, value $1,592,655.
13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,610 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $329,121.
13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).