New England Capital Financial Advisors LLC
Position in UPS — United Parcel Service Inc
CIK 1964652
MERIDEN, CT
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$53,750
+$1,904 QoQ
Shares Held
500
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,892
of 2,129 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $83,134 across 3 Integrated Freight & Logistics names. UPS ranks #1 (64.7% of the industry book) .
All Filings in UPS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,750 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $51,846 | 527 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $62,489 | 630 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $35,834 | 429 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $43,303 | 429 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,965 | 427 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,152 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,272 | 24 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,284 | 24 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,567 | 24 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,773 | 24 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,585 | 23 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,122 | 23 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,461 | 23 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,998 | 23 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||