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Disclosery

Glass Wealth Management Co LLC: UPS position timeline

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

Glass Wealth Management Co LLC held 0 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -13,950 shares

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 13,950 shares
    Change vs previous 13F -920 shares

    0.53% of the 13F portfolio, value $1,372,401.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 14,870 shares
    Change vs previous 13F -2,410 shares

    0.61% of the 13F portfolio, value $1,474,955.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 17,280 shares
    Change vs previous 13F -385 shares

    0.64% of the 13F portfolio, value $1,443,398.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 17,665 shares
    Change vs previous 13F -1,965 shares

    0.95% of the 13F portfolio, value $1,783,106.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 19,630 shares
    Change vs previous 13F -2,170 shares

    1.3% of the 13F portfolio, value $2,159,105.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 21,800 shares
    Change vs previous 13F -2,100 shares

    1.49% of the 13F portfolio, value $2,748,981.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 23,900 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,258,526.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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