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Stephens Investment Management Group LLC: UPS position timeline

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

Stephens Investment Management Group LLC held 94,547 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,547 shares
    Change vs previous 13F +11,073 shares

    0.11% of the 13F portfolio, value $10,259,980.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    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 83,474 shares
    Change vs previous 13F +7,638 shares

    0.1% of the 13F portfolio, value $8,280,672.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    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 75,836 shares
    Change vs previous 13F -15,411 shares

    0.09% of the 13F portfolio, value $7,590,613.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    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 91,247 shares
    Change vs previous 13F +879 shares

    0.1% of the 13F portfolio, value $7,646,528.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    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 90,368 shares
    Change vs previous 13F +15,135 shares

    0.13% of the 13F portfolio, value $9,121,732.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    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 75,233 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $8,274,925.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    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 75,250 shares
    Change vs previous 13F -47,638 shares

    0.13% of the 13F portfolio, value $9,489,045.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    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 122,888 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $16,754,568.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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