Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$84,065
+$32,908 QoQ
Shares Held
782
+50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,855
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $119,667 across 3 Integrated Freight & Logistics names. UPS ranks #1 (70.2% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,065 | 782 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,157 | 520 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $45,924 | 463 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,089 | 456 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,512 | 332 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $35,966 | 327 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $40,604 | 322 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $22,087 | 162 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $23,264 | 170 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,969 | 168 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,257 | 167 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $25,718 | 165 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $29,397 | 164 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,500 | 183 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $31,465 | 181 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $29,077 | 180 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $32,492 | 178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,792 | 41 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,787 | 41 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,466 | 41 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,526 | 41 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,969 | 41 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,904 | 41 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,332 | 20 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,223 | 20 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,868 | 20 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||