Position in UPS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$259,075
+$21,980 QoQ
Shares Held
2,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,637
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, 2026HHM Wealth Advisors, LLC holds $500,490 across 5 Integrated Freight & Logistics names. UPS ranks #1 (51.8% 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 | $259,075 | 2,410 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $237,095 | 2,410 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $239,047 | 2,410 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $207,321 | 2,482 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $265,573 | 2,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $283,334 | 2,576 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $324,581 | 2,574 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $187,603 | 1,376 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $177,494 | 1,297 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $195,151 | 1,313 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $206,442 | 1,313 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $170,365 | 1,093 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $195,741 | 1,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,164 | 1,104 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $173,840 | 1,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $157,178 | 973 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $195,865 | 1,073 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $215,746 | 1,006 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $283,143 | 1,321 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $164,982 | 906 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $188,420 | 906 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $154,010 | 906 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $152,570 | 906 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $180,793 | 1,085 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $120,630 | 1,085 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $101,360 | 1,085 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||