CBIZ Investment Advisory Services, LLC
Position in UPS — United Parcel Service Inc
CIK 1795934
INDEPENDENCE, OH
Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,720
+$146 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,100
of 2,129 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $43,827 across 4 Integrated Freight & Logistics names. UPS ranks #4 (3.9% of the industry book) .
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720 | 16 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,574 | 16 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,208 | 113 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,675 | 44 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,317 | 231 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,428 | 113 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $13,618 | 108 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,724 | 108 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,779 | 108 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,052 | 108 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||