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GC Wealth Management RIA, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GC Wealth Management RIA, LLC on UPS, newest first. How the timeline and the estimate are built.

GC Wealth Management RIA, LLC held 29,185 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,185 shares
    Change vs previous 13F +22,569 shares

    0.18% of the 13F portfolio, value $3,137,388.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,616 shares
    Change vs previous 13F -827 shares

    0.03% of the 13F portfolio, value $650,882.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,443 shares
    Change vs previous 13F -3,981 shares

    0.03% of the 13F portfolio, value $738,271.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,424 shares
    Change vs previous 13F +1,487 shares

    0.03% of the 13F portfolio, value $954,247.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,937 shares
    Change vs previous 13F +1,314 shares

    0.08% of the 13F portfolio, value $1,003,041.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,623 shares
    Change vs previous 13F -961 shares

    0.17% of the 13F portfolio, value $948,444.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,584 shares
    Change vs previous 13F -339 shares

    0.21% of the 13F portfolio, value $1,208,542.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,923 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,352,902.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).