Center for Financial Planning, Inc.
Position in UPS — United Parcel Service Inc
CIK 1803557
SOUTHFIED, MI
Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$231,985
+$19,681 QoQ
Shares Held
2,158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,704
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $356,071 across 2 Integrated Freight & Logistics names. UPS ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,158 | $231,985 | |
| 2 | LSTR |
Landstar System Inc
|
600 | $124,086 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,985 | 2,158 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $212,304 | 2,158 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $264,242 | 2,664 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $213,669 | 2,558 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $246,899 | 2,446 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $269,035 | 2,446 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $319,915 | 2,537 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $425,653 | 3,122 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $427,245 | 3,122 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $464,022 | 3,122 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $505,337 | 3,214 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $504,862 | 3,239 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $541,155 | 3,019 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $583,133 | 3,006 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $540,294 | 3,108 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $502,066 | 3,108 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $567,334 | 3,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $678,336 | 3,163 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $708,179 | 3,304 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $625,331 | 3,434 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $714,168 | 3,434 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $477,161 | 2,807 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $465,120 | 2,762 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $460,232 | 2,762 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $300,964 | 2,707 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $276,990 | 2,965 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||