Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,405
+$1,223 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,009
of 2,129 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $140,772 across 4 Integrated Freight & Logistics names. UPS ranks #3 (10.2% of the industry book) .
All Filings in UPS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,405 | 134 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,182 | 134 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,291 | 134 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,193 | 134 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,525 | 134 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,958 | 136 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,897 | 134 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,269 | 134 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,520 | 603 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $89,623 | 603 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $94,809 | 603 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $93,989 | 603 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,645 | 740 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $143,552 | 740 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||