Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,042
+$173 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,091
of 2,129 holders
Holding Since
Mar 2025
6 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, 20261 NORTH WEALTH SERVICES LLC holds $7,795 across 3 Integrated Freight & Logistics names. UPS ranks #2 (26.2% of the industry book) .
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042 | 19 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,869 | 19 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,884 | 19 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,587 | 19 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,917 | 19 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,089 | 19 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||