HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in UPS — United Parcel Service Inc
CIK 1484205
LONG BEACH, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$537
-$2,804 QoQ
Shares Held
5
-87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,122
of 2,129 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $19,071 across 5 Integrated Freight & Logistics names. UPS ranks #2 (2.8% of the industry book) .
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537 | 5 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $3,341 | 40 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $4,399 | 40 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $259,946 | 1,340 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $200,610 | 1,154 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $227,125 | 1,406 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $229,452 | 1,257 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $264,429 | 1,233 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $240,275 | 1,121 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $208,868 | 1,147 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $235,006 | 1,130 | Shares | Other | 2021-07-29 | |
| 2020-06-30 | $1,151,824 | 10,360 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $968,485 | 10,367 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||