MBM WEALTH CONSULTANTS, LLC
Position in UPS — United Parcel Service Inc
CIK 1762068
CHESTERFIELD, MO
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$483,427
+$69,149 QoQ
Shares Held
4,497
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,314
of 2,129 holders
Holding Since
Mar 2020
19 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, 2026MBM WEALTH CONSULTANTS, LLC holds $3,316,004 across 3 Integrated Freight & Logistics names. UPS ranks #3 (14.6% of the industry book) .
All Filings in UPS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,427 | 4,497 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $414,278 | 4,211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $387,832 | 3,910 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $297,867 | 3,566 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $255,176 | 2,528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $212,830 | 1,935 | Shares | Sole | 2025-04-28 | |
| 2023-03-31 | $11,833 | 61 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $10,604 | 61 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,853 | 61 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,134 | 61 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,296 | 62 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $56,371 | 263 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $47,892 | 263 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $54,696 | 263 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $52,696 | 310 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $52,204 | 310 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $51,655 | 310 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,465 | 310 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,960 | 310 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||