Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,960
-$8,660 QoQ
Shares Held
1,888
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,774
of 2,129 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $968,697 across 3 Integrated Freight & Logistics names. UPS ranks #3 (21.0% of the industry book) .
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,960 | 1,888 | Shares | Sole | 2026-07-28 | |
| 2025-03-31 | $211,620 | 1,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,470 | 3,041 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $414,609 | 3,041 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $318,860 | 2,330 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $344,375 | 2,317 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $356,125 | 2,265 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $353,045 | 2,265 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $407,435 | 2,273 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $459,368 | 2,368 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $393,573 | 2,264 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $341,657 | 2,115 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $398,119 | 2,181 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $503,552 | 2,348 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $642,591 | 2,998 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $569,005 | 2,736 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $389,107 | 2,289 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $389,004 | 2,310 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $380,916 | 2,286 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $218,913 | 1,969 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||