Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$29,025
-$889,057 QoQ
Shares Held
270
-97.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,949
of 2,129 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $38,838 across 3 Integrated Freight & Logistics names. UPS ranks #1 (74.7% of the industry book) .
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,025 | 270 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $918,082 | 9,332 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $925,641 | 9,332 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $11,328 | 103 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $12,988 | 103 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,768 | 167 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $22,853 | 167 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,821 | 167 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $34,118 | 217 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $31,018 | 199 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $35,670 | 199 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $40,349 | 208 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $40,678 | 234 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $45,877 | 284 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $766,302 | 4,198 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $910,168 | 4,244 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $882,624 | 4,244 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $678,260 | 3,990 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $607,755 | 3,609 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||