Perennial Investment Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1801523
Los Angeles, CA
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,505
+$10,604 QoQ
Shares Held
2,014
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,744
of 2,129 holders
Holding Since
Mar 2021
17 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, 2026Perennial Investment Advisors, LLC holds $817,602 across 3 Integrated Freight & Logistics names. UPS ranks #2 (26.5% of the industry book) .
All Filings in UPS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,505 | 2,014 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $205,901 | 1,872 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $364,573 | 2,674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $244,824 | 1,789 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $260,548 | 1,753 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $319,491 | 2,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $372,996 | 2,393 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $445,974 | 2,488 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,065 | 2,485 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $431,992 | 2,485 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $394,642 | 2,443 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $352,667 | 1,932 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $414,336 | 1,932 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $572,073 | 2,669 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $407,357 | 2,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $468,972 | 2,255 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $386,387 | 2,273 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||