BURKETT FINANCIAL SERVICES, LLC
Position in UPS — United Parcel Service Inc
CIK 1762716
ROCK HILL, SC
Position in UPS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,750
+$1,109 QoQ
Shares Held
100
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,021
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $52,138 across 3 Integrated Freight & Logistics names. UPS ranks #2 (20.6% of the industry book) .
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,750 | 100 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,641 | 98 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $9,621 | 97 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $8,018 | 96 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,488 | 94 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $10,119 | 92 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,475 | 91 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $12,270 | 90 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $12,179 | 89 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,079 | 88 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $13,679 | 87 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||