Avior Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1599868 OMAHA, NE

Position in UPS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$351,095

+$371 QoQ

Shares Held

3,266

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,486

of 2,129 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avior Wealth Management, LLC holds $1,399,521 across 3 Integrated Freight & Logistics names. UPS ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPD	Expeditors International Of Washington Inc	3,818	$622,257
2	FDX	Fedex Corp	1,361	$426,169
3	UPS	United Parcel Service Inc This page	3,266	$351,095

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,095	3,266	-8.4%	Shares	Sole	2026-07-07
2026-03-31	$350,724	3,565	+48.5%	Shares	Sole	2026-04-09
2025-12-31	$238,155	2,401	+49.4%	Shares	Sole	2026-01-06
2024-12-31	$202,642	1,607	-34.1%	Shares	Sole	2025-01-17
2024-09-30	$332,260	2,437	-15.9%	Shares	Sole	2024-11-08
2024-06-30	$396,728	2,899	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$429,540	2,890	+126.7%	Shares	Sole	2024-04-30
2023-12-31	$200,468	1,275	+3.1%	Shares	Sole	2024-01-30
2023-09-30	$192,811	1,237	-3.4%	Shares	Sole	2023-10-17
2023-06-30	$229,619	1,281	+2.6%	Shares	Sole	2023-07-19
2023-03-31	$242,099	1,248	+2.6%	Shares	Sole	2023-05-10
2022-12-31	$211,389	1,216	-1.0%	Shares	Sole	2023-02-14
2022-09-30	$198,371	1,228	+13.7%	Shares	Sole	2022-10-26
2022-06-30	$197,143	1,080	0.0%	Shares	Sole	2022-08-10
2022-03-31	$231,616	1,080	0.0%	Shares	Sole	2022-05-13
2021-12-31	$231,487	1,080	-73.6%	Shares	Sole	2022-02-14
2021-09-30	$744,424	4,088	+24.7%	Shares	Sole	2021-11-02
2021-06-30	$681,725	3,278	+22.4%	Shares	Sole	2021-07-27
2021-03-31	$455,233	2,678	-4.2%	Shares	Sole	2021-05-11
2020-12-31	$470,509	2,794	+3.5%	Shares	Sole	2021-02-09
2020-09-30	$449,734	2,699	-52.5%	Shares	Sole	2020-10-20
2020-06-30	$631,280	5,678	-11.0%	Shares	Sole	2020-07-02
2020-03-31	$595,832	6,378	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.