Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,941,272
+$455,079 QoQ
Shares Held
36,663
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#526
of 2,129 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $5,877,766 across 4 Integrated Freight & Logistics names. UPS ranks #1 (67.1% of the industry book) .
All Filings in UPS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,941,272 | 36,663 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,486,193 | 35,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,410,548 | 34,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,970,159 | 35,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,728,307 | 27,029 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,368,663 | 30,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,024,256 | 23,983 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,532,978 | 25,913 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,770,254 | 20,243 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,556,899 | 10,475 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,623,556 | 10,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,936,373 | 12,423 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,246,361 | 12,532 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,728,062 | 8,908 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,596,025 | 9,181 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,508,460 | 9,338 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,359,557 | 7,448 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,580,784 | 7,371 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,382,707 | 6,451 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $853,502 | 4,687 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $539,474 | 2,594 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||