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
- period ended2026-06-3013F 4,688 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,811 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,100 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,810 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,710 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,108 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,834 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,304 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).