SEC 13F Intelligence

Spurstone Advisory Services, LLC / UPS

Spurstone Advisory Services, LLC’s United Parcel Svcs Inc Position

Does Spurstone Advisory Services, LLC own United Parcel Svcs Inc (UPS)? Yes — 3.7K shares worth $363,219 (+6.22% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.

Position Value
$363,219
Q1 2026
Shares
3.7K
% of Portfolio
+6.22%
Quarters Held
6
currently held

Position History UPS

Reported value by quarter
Q4 ’24: $183,223Q4 ’24Q1 ’25: $400,583Q1 ’25Q2 ’25: $367,623Q2 ’25Q3 ’25: $304,216Q3 ’25Q4 ’25: $371,169Q4 ’25Q1 ’26: $363,219Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.7K$363,219+6.22%
Q4 20253.7K$371,169+5.84%
Q3 20253.6K$304,216+4.36%
Q2 20253.6K$367,623+5.57%
Q1 20253.6K$400,583+7.79%
Q4 20241.5K$183,223+3.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spurstone Advisory Services, LLC’s full portfolio or all institutional holders of UPS.