Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$576,092
+$133,382 QoQ
Shares Held
5,359
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,244
of 2,129 holders
Holding Since
Dec 2023
8 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, 2026Kathmere Capital Management, LLC holds $2,506,953 across 5 Integrated Freight & Logistics names. UPS ranks #2 (23.0% of the industry book) .
All Filings in UPS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,092 | 5,359 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $442,710 | 4,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $334,270 | 3,370 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $214,260 | 1,948 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $223,197 | 1,770 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $213,917 | 1,569 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $237,064 | 1,595 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $252,668 | 1,607 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||