San Luis Wealth Advisors LLC
Position in UPS — United Parcel Service Inc
CIK 1844709
SAN LUIS OBISPO, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,268,077
+$3,936,242 QoQ
Shares Held
95,517
+48.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
#323
of 2,129 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$1,242
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026San Luis Wealth Advisors LLC holds $11,506,206 across 3 Integrated Freight & Logistics names. UPS ranks #1 (89.2% of the industry book) .
All Filings in UPS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,268,077 | 95,517 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,331,835 | 64,361 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $1,242 | 1,400 | Call | Sole | 2026-04-29 | |
| 2025-12-31 | $3,130 | 1,400 | Call | Sole | 2026-01-26 | |
| 2025-12-31 | $4,862,591 | 49,023 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,654,186 | 43,747 | Shares | Sole | 2025-11-18 | |
| 2025-09-30 | $1,994 | 1,400 | Call | Sole | 2025-11-18 | |
| 2025-06-30 | $3,226,042 | 31,960 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $598,785 | 5,444 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $795,943 | 6,312 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $675,973 | 4,958 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $328,166 | 2,398 | Shares | Sole | 2024-07-12 | |
| 2023-06-30 | $1,675,091 | 9,345 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,224,270 | 6,311 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $635,230 | 2,962 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $690,523 | 3,792 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||