NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in UPS — United Parcel Service Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$801,520
+$173,659 QoQ
Shares Held
7,456
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,109
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,895,078 across 3 Integrated Freight & Logistics names. UPS ranks #2 (27.7% 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 | $801,520 | 7,456 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $627,861 | 6,382 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $567,961 | 5,726 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $313,905 | 3,758 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $450,898 | 4,467 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $785,768 | 7,144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $939,445 | 7,450 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,031,548 | 7,566 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $989,836 | 7,233 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,064,933 | 7,165 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,089,132 | 6,927 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,155,308 | 7,412 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,352,979 | 7,548 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,507,884 | 7,773 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,121,615 | 6,452 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $687,837 | 4,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $895,906 | 4,908 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $827,601 | 3,859 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $744,402 | 3,473 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $463,808 | 2,547 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $571,293 | 2,747 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $464,072 | 2,730 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $448,280 | 2,662 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $482,560 | 2,896 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $790,156 | 7,107 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $645,251 | 6,907 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||