NWAM LLC

Position in UPS — United Parcel Service Inc

CIK 1655006 MERCER ISLAND, WA

Position in UPS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,522,992

-$4,057,186 QoQ

Shares Held

60,679

-43.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#398

of 2,129 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NWAM LLC holds $7,145,448 across 3 Integrated Freight & Logistics names. UPS ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	60,679	$6,522,992
2	EXPD	Expeditors International Of Washington Inc	1,921	$313,084
3	FDX	Fedex Corp	988	$309,372

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,522,992	60,679	-43.6%	Shares	Sole	2026-07-23
2026-03-31	$10,580,178	107,544	-3.2%	Shares	Sole	2026-05-04
2025-12-31	$11,022,191	111,122	+86.6%	Shares	Sole	2026-02-04
2025-09-30	$4,975,046	59,560	-9.9%	Shares	Sole	2026-02-04
2025-06-30	$6,675,868	66,137	-14.7%	Shares	Sole	2026-02-04
2024-12-31	$9,778,172	77,543	-53.9%	Shares	Sole	2025-02-05
2024-09-30	$22,914,800	168,071	+4325.3%	Shares	Sole	2024-11-12
2024-03-31	$564,496	3,798	-40.3%	Shares	Sole	2024-05-09
2023-12-31	$999,982	6,360	+41.1%	Shares	Sole	2024-02-14
2023-09-30	$702,817	4,509	-39.0%	Shares	Sole	2023-11-01
2023-06-30	$1,324,836	7,391	+49.8%	Shares	Sole	2023-08-10
2023-03-31	$956,952	4,933	-33.9%	Shares	Sole	2023-05-12
2022-12-31	$1,297,541	7,464	-0.9%	Shares	Sole	2023-02-08
2022-09-30	$1,216,234	7,529	+7.9%	Shares	Sole	2022-11-14
2022-06-30	$1,273,581	6,977	+12.6%	Shares	Sole	2022-08-10
2022-03-31	$1,329,437	6,199	-13.5%	Shares	Sole	2022-05-12
2021-12-31	$1,535,317	7,163	-17.9%	Shares	Sole	2022-02-10
2021-09-30	$1,588,276	8,722	+2.1%	Shares	Sole	2021-11-03
2021-06-30	$1,776,895	8,544	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$1,454,604	8,557	-65.3%	Shares	Sole	2021-04-23
2020-12-31	$4,147,692	24,630	-12.0%	Shares	Sole	2021-01-22
2020-09-30	$4,662,307	27,980	-26.6%	Shares	Sole	2020-10-16
2020-06-30	$4,239,738	38,134	+196.1%	Shares	Sole	2020-07-21
2020-03-31	$1,203,249	12,880	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.