KINGSWOOD WEALTH ADVISORS, LLC
Position in UPS — United Parcel Service Inc
CIK 1987855
SAN DIEGO, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,732,757
+$165,630 QoQ
Shares Held
25,421
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#651
of 2,129 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,487,343 across 4 Integrated Freight & Logistics names. UPS ranks #1 (60.9% of the industry book) .
All Filings in UPS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,732,757 | 25,421 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,567,127 | 26,094 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,478,262 | 24,985 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,797,983 | 21,525 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,813,185 | 17,963 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,989,719 | 18,090 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $2,199,688 | 17,444 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $725,328 | 5,320 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $789,487 | 5,769 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $858,932 | 5,779 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,279,852 | 8,140 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $595,267 | 3,819 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||