Position in UPS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,071,202
+$167,353 QoQ
Shares Held
19,267
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#737
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, 2026Pure Financial Advisors, LLC holds $3,512,162 across 3 Integrated Freight & Logistics names. UPS ranks #1 (59.0% 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 | $2,071,202 | 19,267 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,903,849 | 19,352 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,946,702 | 19,626 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,581,222 | 18,930 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,098,239 | 20,787 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,287,792 | 20,800 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,325,536 | 18,442 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,475,525 | 18,157 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,505,586 | 18,309 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,745,641 | 18,473 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,895,075 | 18,413 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,840,730 | 18,225 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,315,408 | 18,496 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,331,196 | 17,172 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,013,864 | 17,337 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,798,518 | 17,324 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,149,362 | 17,253 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,729,673 | 17,391 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,727,158 | 17,389 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,677,416 | 14,703 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,056,951 | 14,699 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $2,498,683 | 14,699 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,475,311 | 14,699 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,449,794 | 14,702 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,634,568 | 14,702 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,374,114 | 14,709 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||