Cornerstone Planning Group LLC

Position in UPS — United Parcel Service Inc

CIK 1822587 FAIRFIELD, NJ

Position in UPS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$378,185

+$29,428 QoQ

Shares Held

3,518

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,449

of 2,137 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $501,364 across 8 Integrated Freight & Logistics names. UPS ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	3,518	$378,185
2	FDX	Fedex Corp	175	$54,797
3	CHRW	C. H. Robinson Worldwide, Inc.	141	$26,555
4	LSTR	Landstar System Inc	100	$20,681
5	FDXF	FedEx Freight Holding Company, Inc.	76	$11,476
6	JBHT	Hunt J B Transport Services Inc	19	$5,499
7	EXPD	Expeditors International Of Washington Inc	20	$3,259
8	GXO	GXO Logistics, Inc.	18	$912

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,185	3,518	-0.8%	Shares	Sole	2026-07-29
2026-03-31	$348,757	3,545	+674.0%	Shares	Sole	2026-05-06
2025-12-31	$45,429	458	+717.9%	Shares	Sole	2026-02-02
2025-09-30	$4,677	56	-75.5%	Shares	Sole	2025-11-04
2025-06-30	$23,115	229	+13.4%	Shares	Sole	2025-08-11
2025-03-31	$22,217	202	+53.0%	Shares	Sole	2025-04-30
2024-12-31	$16,645	132	+3.9%	Shares	Sole	2025-01-29
2024-09-30	$17,315	127	-15.3%	Shares	Sole	2024-11-05
2024-06-30	$20,527	150	-23.5%	Shares	Sole	2024-08-13
2024-03-31	$29,131	196	-3.9%	Shares	Sole	2024-05-07
2023-12-31	$32,074	204	+5.2%	Shares	Sole	2024-02-12
2023-09-30	$30,238	194	-2.5%	Shares	Sole	2023-11-08
2023-06-30	$35,670	199	-17.8%	Shares	Sole	2023-08-15
2022-12-31	$42,069	242	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.