Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,482
-$41,051 QoQ
Shares Held
51
-89.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,052
of 2,129 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $37,396 across 5 Integrated Freight & Logistics names. UPS ranks #2 (14.7% of the industry book) .
All Filings in UPS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,482 | 51 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $46,533 | 473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,121 | 344 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,734 | 344 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $34,723 | 344 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||