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Sterneck Capital Management, LLC: UPS position timeline

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

Sterneck Capital Management, LLC held 4,688 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,688 shares
    Change vs previous 13F -123 shares

    0.22% of the 13F portfolio, value $503,960.

    13F-HR 0001438574-26-000003 filed by Sterneck 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 4,811 shares
    Change vs previous 13F -289 shares

    0.21% of the 13F portfolio, value $473,306.

    13F-HR 0001438574-26-000002 filed by Sterneck 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 5,100 shares
    Change vs previous 13F -7,710 shares

    0.23% of the 13F portfolio, value $505,869.

    13F-HR 0001438574-26-000001 filed by Sterneck 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 12,810 shares
    Change vs previous 13F -1,900 shares

    0.5% of the 13F portfolio, value $1,069,991.

    13F-HR 0001438574-25-000009 filed by Sterneck 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 14,710 shares
    Change vs previous 13F -398 shares

    0.75% of the 13F portfolio, value $1,484,861.

    13F-HR 0001438574-25-000003 filed by Sterneck 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 15,108 shares
    Change vs previous 13F +2,274 shares

    0.9% of the 13F portfolio, value $1,661,765.

    13F-HR 0001438574-25-000002 filed by Sterneck 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 12,834 shares
    Change vs previous 13F -470 shares

    0.87% of the 13F portfolio, value $1,618,409.

    13F-HR 0001438574-25-000001 filed by Sterneck Capital 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 13,304 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,813,913.

    13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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