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CAPSTONE INVESTMENT ADVISORS, LLC: UPS position timeline

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

CAPSTONE INVESTMENT ADVISORS, LLC held 3,329 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,329 shares
    Change vs previous 13F +3,329 shares

    <0.01% of the 13F portfolio, value $357,868.

    13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT ADVISORS, 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 0 shares
    Change vs previous 13F -4,354 shares

    13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 4,354 shares
    Change vs previous 13F -58,196 shares

    <0.01% of the 13F portfolio, value $431,873.

    13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT ADVISORS, 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 62,550 shares
    Change vs previous 13F -28,200 shares

    0.05% of the 13F portfolio, value $5,224,802.

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT ADVISORS, 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 90,750 shares
    Change vs previous 13F +9,461 shares

    0.08% of the 13F portfolio, value $9,160,305.

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT ADVISORS, 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 81,289 shares
    Change vs previous 13F -40,932 shares

    0.08% of the 13F portfolio, value $8,940,977.

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT ADVISORS, 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 122,221 shares
    Change vs previous 13F +33,570 shares

    0.15% of the 13F portfolio, value $15,412,068.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT ADVISORS, 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 88,651 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,086,677.

    13F-HR 0001752724-24-250642 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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