Institute for Wealth Management, LLC.
Position in UPS — United Parcel Service Inc
CIK 1533954
DENVER, CO
Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$528,900
+$21,063 QoQ
Shares Held
4,920
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,275
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, 2026Institute for Wealth Management, LLC. holds $4,873,616 across 8 Integrated Freight & Logistics names. UPS ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
10,729 | $3,359,571 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,306 | $801,206 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
4,920 | $528,900 | |
| 4 | LSTR |
Landstar System Inc
|
461 | $95,339 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
96 | $27,785 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
119 | $22,412 | |
| 7 | GXO |
GXO Logistics, Inc.
|
436 | $22,105 | |
| 8 | EXPD |
Expeditors International Of Washington Inc
|
100 | $16,298 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,900 | 4,920 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $507,837 | 5,162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $520,945 | 5,252 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $548,959 | 6,572 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $821,247 | 8,136 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,062,393 | 9,659 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,290,507 | 10,234 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,772,010 | 12,997 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,816,546 | 13,274 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,923,866 | 12,944 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,024,336 | 12,875 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,006,982 | 12,876 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,308,023 | 12,876 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,523,809 | 13,010 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,297,469 | 13,216 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,121,181 | 13,131 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,399,853 | 13,147 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,891,993 | 13,485 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,867,869 | 13,380 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,430,306 | 13,346 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,776,399 | 13,350 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,234,008 | 13,142 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,058,858 | 12,226 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,604,313 | 9,628 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,036,531 | 9,323 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $837,230 | 8,962 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||