Legacy Capital Wealth Partners, LLC

Position in UPS — United Parcel Service Inc

CIK 1766228 LITTLE ROCK, AR

Position in UPS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$725,195

-$60,959 QoQ

Shares Held

6,746

-15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,146

of 2,129 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $34,633,656 across 2 Integrated Freight & Logistics names. UPS ranks #2 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JBHT	Hunt J B Transport Services Inc	117,156	$33,908,461
2	UPS	United Parcel Service Inc This page	6,746	$725,195

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,195	6,746	-15.6%	Shares	Sole	2026-08-12
2026-03-31	$786,154	7,991	-7.8%	Shares	Sole	2026-05-15
2025-12-31	$859,679	8,667	+48.8%	Shares	Sole	2026-01-16
2025-09-30	$486,562	5,825	-14.2%	Shares	Sole	2025-11-13
2025-06-30	$685,180	6,788	-12.7%	Shares	Sole	2025-08-13
2025-03-31	$855,282	7,776	+71.0%	Shares	Sole	2025-05-02
2024-12-31	$573,376	4,547	-28.6%	Shares	Sole	2025-01-30
2024-09-30	$868,213	6,368	+13.3%	Shares	Sole	2024-11-04
2024-06-30	$768,960	5,619	+9.5%	Shares	Sole	2024-08-02
2024-03-31	$762,620	5,131	-12.6%	Shares	Sole	2024-05-10
2023-12-31	$923,569	5,874	-26.3%	Shares	Sole	2024-02-05
2023-09-30	$1,241,660	7,966	+8.2%	Shares	Sole	2023-10-16
2023-03-31	$1,428,736	7,365	+215.6%	Shares	Sole	2023-05-10
2021-03-31	$396,756	2,334	+8.9%	Shares	Sole	2021-05-14
2020-12-31	$361,049	2,144	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.