Capital Asset Advisory Services LLC
Position in UPS — United Parcel Service Inc
CIK 1666024
Williamston, MI
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,692
+$127,024 QoQ
Shares Held
5,439
+30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,237
of 2,129 holders
Holding Since
Mar 2020
22 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, 2026Capital Asset Advisory Services LLC holds $788,852 across 2 Integrated Freight & Logistics names. UPS ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
5,439 | $584,692 | |
| 2 | FDX |
Fedex Corp
|
652 | $204,160 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,692 | 5,439 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $457,668 | 4,161 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $629,112 | 4,989 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $665,339 | 4,880 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $683,428 | 4,994 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $794,130 | 5,343 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $901,085 | 5,731 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $964,211 | 6,186 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,116,727 | 6,230 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,245,027 | 6,418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,176,201 | 6,766 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $1,024,002 | 6,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,235,978 | 6,771 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,421,655 | 6,629 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,001,610 | 4,673 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $964,219 | 5,295 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,365,115 | 6,564 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,076,206 | 6,331 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $949,776 | 5,640 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $768,164 | 4,610 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $451,724 | 4,063 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $278,204 | 2,978 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||