Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29,777
-$77,751 QoQ
Shares Held
277
-74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,944
of 2,129 holders
Holding Since
Sep 2021
20 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, 2026Addison Advisors LLC holds $34,731 across 3 Integrated Freight & Logistics names. UPS ranks #1 (85.7% of the industry book) .
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,777 | 277 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $107,528 | 1,093 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $107,422 | 1,083 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $10,023 | 120 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $121,228 | 1,201 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $138,476 | 1,259 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $49,305 | 391 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $175,878 | 1,290 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $171,609 | 1,254 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $178,504 | 1,201 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $180,971 | 1,151 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $66,088 | 424 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $161,862 | 903 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $163,921 | 845 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $131,596 | 757 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $113,401 | 702 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $73,381 | 402 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $111,090 | 518 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,430 | 44 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,092 | 6 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||