Heartwood Wealth Advisors LLC

Position in UPS — United Parcel Service Inc

CIK 1794935 RICHMOND, VA

Position in UPS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,782,565

+$305,488 QoQ

Shares Held

16,582

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#796

of 2,129 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,033,069 across 2 Integrated Freight & Logistics names. UPS ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	16,582	$1,782,565
2	FDX	Fedex Corp	800	$250,504

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,782,565	16,582	+10.4%	Shares	Sole	2026-07-17
2026-03-31	$1,477,077	15,014	+405.4%	Shares	Sole	2026-04-07
2025-12-31	$294,693	2,971	+8.5%	Shares	Sole	2026-01-12
2025-09-30	$228,788	2,739	-0.1%	Shares	Sole	2025-10-06
2025-06-30	$276,878	2,743	-0.3%	Shares	Sole	2025-07-08
2025-03-31	$302,472	2,750	-5.0%	Shares	Sole	2025-04-21
2024-12-31	$365,059	2,895	+0.5%	Shares	Sole	2025-01-10
2024-09-30	$392,795	2,881	-33.5%	Shares	Sole	2024-10-07
2024-06-30	$593,107	4,334	+74.7%	Shares	Sole	2024-07-09
2024-03-31	$368,751	2,481	0.0%	Shares	Sole	2024-04-02
2023-12-31	$390,087	2,481	-3.9%	Shares	Sole	2024-01-17
2023-09-30	$402,300	2,581	+17.5%	Shares	Sole	2023-10-17
2023-06-30	$393,633	2,196	+71.0%	Shares	Sole	2023-07-19
2023-03-31	$249,083	1,284	+11.4%	Shares	Sole	2023-04-14
2022-12-31	$200,437	1,153	+16.0%	Shares	Sole	2023-01-12
2022-03-31	$213,173	994	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.