LEVEL FOUR ADVISORY SERVICES, LLC
Position in UPS — United Parcel Service Inc
CIK 1696715
DALLAS, TX
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,556,210
+$842,202 QoQ
Shares Held
60,988
+5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#396
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,277,530 across 5 Integrated Freight & Logistics names. UPS ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
60,988 | $6,556,210 | |
| 2 | FDX |
Fedex Corp
|
8,359 | $2,617,453 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,343 | $655,793 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
1,444 | $235,343 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
735 | $212,731 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,556,210 | 60,988 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,714,008 | 58,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,625,428 | 46,632 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,545,619 | 54,419 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,941,025 | 58,857 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,261,510 | 56,928 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,416,877 | 42,957 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,064,593 | 51,816 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,687,086 | 12,328 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,601,190 | 10,773 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,693,838 | 10,773 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,602,343 | 10,280 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,850,039 | 10,321 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,705,366 | 8,791 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $939,779 | 5,406 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $217,917 | 1,349 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $647,834 | 3,549 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $813,875 | 3,795 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $363,949 | 1,698 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $957,701 | 4,605 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $865,419 | 5,091 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,328,507 | 7,889 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,340,704 | 8,046 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,006,401 | 9,052 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $557,156 | 5,964 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||