WALLER FINANCIAL PLANNING GROUP, INC
Position in UPS — United Parcel Service Inc
CIK 1736079
COLUMBUS, OH
Position in UPS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,576,487
+$229,075 QoQ
Shares Held
14,665
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.95%
of 13F equity value
Holder Rank
#846
of 2,129 holders
Holding Since
Jun 2020
22 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, 2026WALLER FINANCIAL PLANNING GROUP, INC holds $1,794,425 across 2 Integrated Freight & Logistics names. UPS ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
14,665 | $1,576,487 | |
| 2 | FDX |
Fedex Corp
|
696 | $217,938 |
All Filings in UPS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,487 | 14,665 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,347,412 | 13,696 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $1,348,388 | 13,594 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,135,506 | 13,594 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,372,178 | 13,594 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,495,204 | 13,594 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,714,203 | 13,594 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,853,405 | 13,594 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,860,338 | 13,594 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,020,476 | 13,594 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $2,137,384 | 13,594 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $2,118,896 | 13,594 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,436,724 | 13,594 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $2,637,100 | 13,594 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,363,180 | 13,594 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,195,974 | 13,594 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,481,448 | 13,594 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,915,369 | 13,594 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,068,277 | 14,315 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,679,601 | 14,715 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,060,278 | 14,715 | Shares | Sole | 2021-07-22 | |
| 2020-06-30 | $464,843 | 4,181 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||