Position in UPS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$42,401
-$52 QoQ
Shares Held
431
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026IMA Advisory Services, Inc. holds $689,325 across 6 Integrated Freight & Logistics names. UPS ranks #2 (6.2% of the industry book) .
All Filings in UPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,401 | 431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,453 | 428 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $55,881 | 669 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $50,167 | 497 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $54,665 | 497 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $67,760 | 497 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $22,133 | 142 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $25,453 | 142 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,773 | 71 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $24,685 | 142 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $22,938 | 142 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,920 | 142 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $30,453 | 142 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $30,436 | 142 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,043 | 154 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $32,027 | 154 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,178 | 154 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,933 | 154 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $25,661 | 154 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,787 | 142 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,265 | 142 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||