Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,262,802
-$337,447 QoQ
Shares Held
11,747
-27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#927
of 2,129 holders
Holding Since
Mar 2020
14 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, 2026Krilogy Financial LLC holds $8,007,323 across 5 Integrated Freight & Logistics names. UPS ranks #3 (15.8% of the industry book) .
All Filings in UPS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,802 | 11,747 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,600,249 | 16,266 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,812,002 | 18,268 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,347,589 | 16,133 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $483,617 | 2,493 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $251,024 | 1,444 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $216,604 | 1,010 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $216,483 | 1,010 | Shares | Sole | 2022-01-27 | |
| 2021-06-30 | $1,022,588 | 4,917 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $923,895 | 5,435 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $901,950 | 5,356 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $949,957 | 5,701 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $660,853 | 5,944 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $487,091 | 5,214 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||