U.S. Capital Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1808915
AUSTIN, TX
Position in UPS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,111,890
+$877,799 QoQ
Shares Held
72,290
+15.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $13,570,017 across 4 Integrated Freight & Logistics names. UPS ranks #1 (52.4% of the industry book) .
All Filings in UPS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,111,890 | 72,290 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,234,091 | 62,850 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,313,155 | 51,636 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,097,419 | 90,127 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,840,116 | 80,372 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,699,035 | 61,055 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,872,021 | 116,415 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,313,962 | 104,596 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $14,709,762 | 98,969 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,271,767 | 90,770 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,499,964 | 60,948 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $10,715,565 | 59,780 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,509,408 | 54,175 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,743,978 | 50,299 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,132,892 | 50,346 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,878,015 | 48,636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,519,021 | 44,386 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,369,548 | 39,048 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,663,860 | 42,086 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||