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STONERIDGE INVESTMENT PARTNERS LLC: UPS position timeline

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

STONERIDGE INVESTMENT PARTNERS LLC held 7,041 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,041 shares
    Change vs previous 13F -6,441 shares

    0.48% of the 13F portfolio, value $734,000.

    13F-HR 0001108831-26-000009 filed by STONERIDGE INVESTMENT PARTNERS 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 13,482 shares
    Change vs previous 13F +8,433 shares

    0.96% of the 13F portfolio, value $1,326,000.

    13F-HR 0001108831-26-000007 filed by STONERIDGE INVESTMENT PARTNERS 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 5,049 shares
    Change vs previous 13F -207 shares

    0.35% of the 13F portfolio, value $501,000.

    13F-HR 0001108831-26-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 5,256 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $439,000.

    13F-HR 0001108831-25-000010 filed by STONERIDGE INVESTMENT PARTNERS 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 5,256 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $531,000.

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS 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 5,256 shares
    Change vs previous 13F -7,884 shares

    0.49% of the 13F portfolio, value $578,000.

    13F-HR 0001108831-25-000005 filed by STONERIDGE INVESTMENT PARTNERS 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 13,140 shares
    Change vs previous 13F -100 shares

    0.59% of the 13F portfolio, value $1,657,000.

    13F-HR 0001108831-25-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 13,240 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,805,000.

    13F-HR 0001108831-24-000012 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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