Gladstone Institutional Advisory LLC

Position in UPS — United Parcel Service Inc

CIK 1766530 Bedminster, NJ

Position in UPS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,266,387

+$314,004 QoQ

Shares Held

30,385

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#583

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $4,237,264 across 3 Integrated Freight & Logistics names. UPS ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	30,385	$3,266,387
2	FDX	Fedex Corp	1,977	$619,058
3	CHRW	C. H. Robinson Worldwide, Inc.	1,868	$351,819

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,266,387	30,385	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$2,952,383	30,010	-1.2%	Shares	Sole	2026-05-14
2025-12-31	$3,013,491	30,381	-5.4%	Shares	Sole	2026-02-17
2025-09-30	$2,683,067	32,121	-0.0%	Shares	Sole	2025-10-22
2025-06-30	$3,243,706	32,135	+514.8%	Shares	Sole	2025-08-12
2025-03-31	$574,917	5,227	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$670,095	5,314	+6.3%	Shares	Sole	2025-01-29
2024-09-30	$681,563	4,999	-8.0%	Shares	Sole	2024-10-28
2024-06-30	$743,369	5,432	-6.2%	Shares	Sole	2024-08-02
2024-03-31	$860,716	5,791	-48.8%	Shares	Sole	2024-05-14
2023-12-31	$1,778,428	11,311	-30.2%	Shares	Sole	2024-02-09
2023-09-30	$2,525,717	16,204	-7.3%	Shares	Sole	2023-11-13
2023-06-30	$3,132,035	17,473	-30.4%	Shares	Sole	2023-08-10
2023-03-31	$4,869,342	25,101	-7.5%	Shares	Sole	2023-05-12
2022-12-31	$4,718,539	27,143	-4.3%	Shares	Sole	2023-02-01
2022-09-30	$4,582,889	28,370	+5.6%	Shares	Sole	2023-01-30
2022-06-30	$4,903,024	26,860	+8.8%	Shares	Sole	2023-01-30
2022-03-31	$5,292,443	24,678	+89.0%	Shares	Sole	2023-01-30
2021-12-31	$2,798,208	13,055	-2.1%	Shares	Sole	2023-01-30
2021-09-30	$2,428,121	13,334	-9.5%	Shares	Sole	2023-01-30
2021-06-30	$3,064,229	14,734	+84.3%	Shares	Sole	2023-01-30
2021-03-31	$1,359,070	7,995	-18.8%	Shares	Sole	2023-01-30
2020-12-31	$1,657,561	9,843	+49.5%	Shares	Sole	2023-01-30
2020-09-30	$1,097,425	6,586	+3.1%	Shares	Sole	2023-01-30
2020-06-30	$710,551	6,391	-28.7%	Shares	Sole	2020-08-17
2020-03-31	$837,323	8,963	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.