Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,162
+$3,238 QoQ
Shares Held
355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,919
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $52,152 across 3 Integrated Freight & Logistics names. UPS ranks #1 (73.2% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,162 | 355 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $34,924 | 355 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,212 | 355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,653 | 355 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $54,810 | 543 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $192,482 | 1,750 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $220,675 | 1,750 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $364,709 | 2,675 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $570,253 | 4,167 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $662,443 | 4,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $690,868 | 4,394 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $684,113 | 4,389 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $785,832 | 4,384 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $890,220 | 4,589 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $823,827 | 4,739 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $822,400 | 5,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $957,604 | 5,246 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,011,822 | 4,718 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,000,539 | 4,668 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $795,412 | 4,368 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $945,847 | 4,548 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $829,211 | 4,878 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $839,979 | 4,988 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $839,481 | 5,038 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $561,236 | 5,048 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $401,052 | 4,293 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||