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Disclosery

SWARTHMORE GROUP INC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWARTHMORE GROUP INC on UPS, newest first. How the timeline and the estimate are built.

SWARTHMORE GROUP INC held 1,944 UPS shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 1,944 shares
    Change vs previous 13F -31,057 shares

    0.14% of the 13F portfolio, value $355,000.

    13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 33,001 shares
    Change vs previous 13F -8,048 shares

    1.81% of the 13F portfolio, value $7,077,000.

    13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 41,049 shares
    Change vs previous 13F -7,760 shares

    2.09% of the 13F portfolio, value $8,798,000.

    13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 48,809 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $10,151,000.

    13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 48,809 shares
    Change vs previous 13F -1,259 shares

    2.62% of the 13F portfolio, value $10,151,000.

    13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 50,068 shares
    Change vs previous 13F +46,193 shares

    2.33% of the 13F portfolio, value $8,511,000.

    13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 3,875 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $653,000.

    13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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