Kozak & Associates, Inc.

Position in UPS — United Parcel Service Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in UPS

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,397

+$119 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,103

of 2,129 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $76,512 across 3 Integrated Freight & Logistics names. UPS ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	228	$71,393
2	LSTR	Landstar System Inc	18	$3,722
3	UPS	United Parcel Service Inc This page	13	$1,397

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,397	13	0.0%	Shares	Sole	2026-07-02
2026-03-31	$1,278	13	-76.4%	Shares	Sole	2026-04-14
2025-12-31	$5,455	55	+1.9%	Shares	Sole	2026-01-12
2025-09-30	$4,510	54	+1.9%	Shares	Sole	2025-11-18
2025-06-30	$5,349	53	-11.7%	Shares	Sole	2025-07-10
2025-03-31	$6,599	60	+200.0%	Shares	Sole	2025-04-15
2024-12-31	$2,522	20	+81.8%	Shares	Sole	2025-01-06
2024-09-30	$1,499	11	0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,505	11	0.0%	Shares	Sole	2024-07-05
2024-03-31	$1,634	11	0.0%	Shares	Sole	2024-05-17
2023-12-31	$1,729	11	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,714	11	0.0%	Shares	Sole	2023-10-17
2023-06-30	$1,971	11	0.0%	Shares	Sole	2023-07-05
2023-03-31	$2,133	11	0.0%	Shares	Sole	2023-04-03
2022-12-31	$1,912	11	0.0%	Shares	Sole	2023-01-03
2022-09-30	$1,776	11	+10.0%	Shares	Sole	2022-10-12
2022-06-30	$1,825	10	0.0%	Shares	Sole	2022-10-12
2022-03-31	$2,144	10	0.0%	Shares	Sole	2022-05-26
2021-12-31	$2,143	10	0.0%	Shares	Sole	2022-03-11
2021-09-30	$1,821	10	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.