Position in UPS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$590,820
-$740,261 QoQ
Shares Held
5,496
-59.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,234
of 2,129 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2024CallValue
$178,356
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SteelPeak Wealth, LLC holds $2,995,052 across 3 Integrated Freight & Logistics names. UPS ranks #2 (19.7% of the industry book) .
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,820 | 5,496 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,331,081 | 13,530 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,569,284 | 15,821 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,284,086 | 51,288 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,282,038 | 12,701 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,018,513 | 45,627 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $577,538 | 4,580 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,331,385 | 31,769 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $442,846 | 3,236 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,116,404 | 47,880 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $178,356 | 1,200 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $405,810 | 2,581 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $333,717 | 2,141 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $360,651 | 2,012 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $262,846 | 1,512 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $220,179 | 1,363 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $211,198 | 1,157 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $697,209 | 3,251 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $209,410 | 977 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $205,226 | 1,127 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $340,446 | 1,637 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,154,572 | 6,792 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $441,208 | 2,620 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $623,196 | 3,740 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $260,081 | 2,784 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||