Glass Jacobson Investment Advisors llc
Position in UPS — United Parcel Service Inc
CIK 1964394
OWINGS MILLS, MD
Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$27,090
+$2,299 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,957
of 2,129 holders
Holding Since
Dec 2022
14 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 Jun 30, 2026Glass Jacobson Investment Advisors llc holds $68,597 across 3 Integrated Freight & Logistics names. UPS ranks #2 (39.5% of the industry book) .
All Filings in UPS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,090 | 252 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $24,791 | 252 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $24,995 | 252 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,049 | 252 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,436 | 252 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $138,587 | 1,260 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $158,886 | 1,260 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $171,106 | 1,255 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $171,746 | 1,255 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $186,530 | 1,255 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $197,323 | 1,255 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $195,616 | 1,255 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $224,958 | 1,255 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $218,169 | 1,255 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||