Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$669,402
-$70,513 QoQ
Shares Held
6,227
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,175
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, 2026Belpointe Asset Management LLC holds $2,953,620 across 3 Integrated Freight & Logistics names. UPS ranks #2 (22.7% of the industry book) .
All Filings in UPS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,402 | 6,227 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $739,915 | 7,521 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $694,131 | 6,998 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $772,594 | 7,654 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $788,738 | 7,171 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,161,381 | 9,210 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,027,594 | 7,537 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $689,724 | 5,040 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $955,096 | 6,426 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $1,201,237 | 7,640 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $341,978 | 2,194 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $352,047 | 1,964 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,612,444 | 8,312 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,666,082 | 9,584 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,494,245 | 9,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,990,963 | 10,907 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,464,359 | 11,491 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,717,402 | 12,678 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,125,924 | 6,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,297,732 | 6,240 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $664,660 | 3,910 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,403,404 | 14,272 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,440,516 | 8,645 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,168,057 | 10,506 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,394,573 | 14,928 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||