SeaCrest Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1728121
PURCHASE, NY
Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$291,002
-$129,474 QoQ
Shares Held
2,707
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,579
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, 2026SeaCrest Wealth Management, LLC holds $1,447,506 across 3 Integrated Freight & Logistics names. UPS ranks #2 (20.1% 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 | $291,002 | 2,707 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $420,476 | 4,274 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $504,579 | 5,087 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $448,472 | 5,369 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $554,059 | 5,489 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $628,922 | 5,718 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $680,057 | 5,393 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $714,830 | 5,243 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $802,762 | 5,866 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $986,160 | 6,635 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,130,955 | 7,193 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,110,417 | 7,124 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,313,723 | 7,329 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,515,643 | 7,813 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,402,714 | 8,069 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,124,156 | 6,959 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,486,240 | 8,142 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,798,676 | 8,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,920,057 | 8,958 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,664,576 | 9,141 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,738,340 | 13,167 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,312,033 | 13,601 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,262,454 | 13,435 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,941,406 | 11,651 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $820,397 | 7,379 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $577,522 | 6,182 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||