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Truvestments Capital LLC: UPS position timeline

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

Truvestments Capital LLC held 35,549 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,549 shares
    Change vs previous 13F -1,832 shares

    0.57% of the 13F portfolio, value $3,821,472.

    13F-HR 0001750405-26-000005 filed by Truvestments Capital 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 37,381 shares
    Change vs previous 13F +3,257 shares

    0.66% of the 13F portfolio, value $3,677,542.

    13F-HR 0001750405-26-000004 filed by Truvestments Capital 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 34,124 shares
    Change vs previous 13F -1,860 shares

    0.62% of the 13F portfolio, value $3,384,727.

    13F-HR 0001750405-26-000002 filed by Truvestments Capital 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 35,984 shares
    Change vs previous 13F -331 shares

    0.54% of the 13F portfolio, value $3,005,707.

    13F-HR 0001750405-25-000009 filed by Truvestments Capital 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 36,315 shares
    Change vs previous 13F -1,048 shares

    0.73% of the 13F portfolio, value $3,665,595.

    13F-HR 0001750405-25-000005 filed by Truvestments Capital 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 37,363 shares
    Change vs previous 13F +15,033 shares

    0.89% of the 13F portfolio, value $4,109,543.

    13F-HR 0001750405-25-000004 filed by Truvestments Capital 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 22,330 shares
    Change vs previous 13F +1,038 shares

    0.72% of the 13F portfolio, value $2,815,767.

    13F-HR 0001750405-25-000002 filed by Truvestments Capital 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 21,292 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,903,011.

    13F-HR 0001750405-24-000010 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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