Golden State Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1776033
SANTA ANA, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$254,667
-$50,999 QoQ
Shares Held
2,369
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,647
of 2,129 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $409,396 across 4 Integrated Freight & Logistics names. UPS ranks #1 (62.2% of the industry book) .
All Filings in UPS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,667 | 2,369 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $305,666 | 3,107 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $259,282 | 2,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $218,347 | 2,614 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $136,470 | 1,352 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $173,344 | 1,576 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $123,199 | 977 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $264,429 | 1,233 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $700,034 | 3,266 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $249,841 | 1,372 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $286,582 | 1,378 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $223,706 | 1,316 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $652,044 | 3,872 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $222,451 | 1,335 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $468,512 | 4,214 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $141,344 | 1,513 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||