Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$860
+$73 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,115
of 2,129 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Mascoma Wealth Management LLC holds $21,381 across 3 Integrated Freight & Logistics names. UPS ranks #3 (4.0% of the industry book) .
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $787 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $991 | 10 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $10,999 | 100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,610 | 100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,631 | 210 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $36,128 | 264 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $166,911 | 1,123 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $327,195 | 2,081 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $440,800 | 2,828 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $524,664 | 2,927 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $572,464 | 2,951 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $540,642 | 3,110 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $526,620 | 3,260 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $594,897 | 3,259 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $707,718 | 3,300 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $113,600 | 530 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $96,513 | 530 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $499,940 | 2,941 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $311,540 | 1,850 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||