NORTHWEST WEALTH MANAGEMENT, LLC

Position in UPS — United Parcel Service Inc

CIK 1695344 SPENCER, IA

Position in UPS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$297,990

+$3,244 QoQ

Shares Held

2,772

-7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,566

of 2,129 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $1,423,358 across 3 Integrated Freight & Logistics names. UPS ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	1,859	$582,108
2	JBHT	Hunt J B Transport Services Inc	1,877	$543,260
3	UPS	United Parcel Service Inc This page	2,772	$297,990

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,990	2,772	-7.5%	Shares	Sole	2026-07-13
2026-03-31	$294,746	2,996	+1.4%	Shares	Sole	2026-04-14
2025-12-31	$293,007	2,954	+126.0%	Shares	Sole	2026-01-14
2023-06-30	$234,279	1,307	-2.1%	Shares	Sole	2023-08-07
2023-03-31	$258,976	1,335	+14.4%	Shares	Sole	2023-05-10
2022-12-31	$202,871	1,167	-16.4%	Shares	Sole	2023-02-07
2022-06-30	$254,825	1,396	+47.9%	Shares	Sole	2022-07-26
2022-03-31	$202,450	944	-3.5%	Shares	Sole	2022-04-29
2021-06-30	$203,394	978	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.