Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$383,667
+$87,249 QoQ
Shares Held
3,569
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,439
of 2,129 holders
Holding Since
Mar 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $663,687 across 2 Integrated Freight & Logistics names. UPS ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,569 | $383,667 | |
| 2 | LSTR |
Landstar System Inc
|
1,354 | $280,020 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,667 | 3,569 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $296,418 | 3,013 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $288,742 | 2,911 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $705,267 | 6,987 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $758,711 | 6,898 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $857,606 | 6,801 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,011,506 | 7,419 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $669,880 | 4,895 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,625,120 | 10,934 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,718,681 | 10,931 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,875,895 | 12,035 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,146,160 | 11,973 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,370,945 | 12,222 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,913,630 | 11,008 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,551,913 | 9,607 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,341,232 | 6,254 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,033,332 | 4,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $822,909 | 4,519 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $824,393 | 3,964 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $567,936 | 3,341 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $463,268 | 2,751 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $950,290 | 5,703 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $909,341 | 8,179 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $624,699 | 6,687 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||