LVW Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 1576053 PITTSFORD, NY

Position in UPS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$433,010

+$85,532 QoQ

Shares Held

4,028

+14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,367

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LVW Advisors, LLC holds $1,000,637 across 3 Integrated Freight & Logistics names. UPS ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	4,028	$433,010
2	FDX	Fedex Corp	1,097	$343,503
3	CHRW	C. H. Robinson Worldwide, Inc.	1,190	$224,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,010	4,028	+14.0%	Shares	Sole	2026-07-15
2026-03-31	$347,478	3,532	+11.3%	Shares	Sole	2026-04-20
2025-12-31	$314,829	3,174	+4.2%	Shares	Sole	2026-01-14
2025-09-30	$254,515	3,047	-33.4%	Shares	Sole	2025-10-20
2025-06-30	$462,103	4,578	+34.2%	Shares	Sole	2025-07-17
2025-03-31	$375,175	3,411	-4.2%	Shares	Sole	2025-04-09
2024-12-31	$449,168	3,562	-21.0%	Shares	Sole	2025-01-16
2024-09-30	$615,029	4,511	-12.3%	Shares	Sole	2024-10-09
2024-06-30	$703,819	5,143	-50.6%	Shares	Sole	2024-07-15
2024-03-31	$1,547,535	10,412	+27.7%	Shares	Sole	2024-04-18
2023-12-31	$1,282,367	8,156	+85.5%	Shares	Sole	2024-01-16
2023-09-30	$685,204	4,396	+284.6%	Shares	Sole	2023-10-11
2023-06-30	$204,882	1,143	-72.4%	Shares	Sole	2023-07-14
2023-03-31	$804,670	4,148	-13.8%	Shares	Sole	2023-05-03
2022-12-31	$836,170	4,810	-6.8%	Shares	Sole	2023-01-19
2022-09-30	$833,384	5,159	-4.8%	Shares	Sole	2022-10-14
2022-06-30	$989,366	5,420	-0.4%	Shares	Sole	2022-07-22
2022-03-31	$1,167,305	5,443	-1.0%	Shares	Sole	2022-05-02
2021-12-31	$1,178,441	5,498	+7.0%	Shares	Sole	2022-01-26
2021-09-30	$935,811	5,139	+28.7%	Shares	Sole	2021-11-02
2021-06-30	$830,424	3,993	+3.5%	Shares	Sole	2021-07-15
2021-03-31	$655,821	3,858	+58.3%	Shares	Sole	2021-04-19
2020-12-31	$410,390	2,437	+37.5%	Shares	Sole	2021-02-04
2020-09-30	$295,434	1,773	-46.8%	Shares	Sole	2020-10-29
2020-06-30	$370,340	3,331	-15.9%	Shares	Sole	2020-08-11
2020-03-31	$370,130	3,962	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.