Position in FDX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$212,283
New position
Shares Held
740
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026TRB Wealth Management, LLC holds $223,707 across 1 Integrated Freight & Logistics name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
2,081 | $223,707 |
All Filings in FDX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,283 | 596 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||