Bison Wealth, LLC

Position in UPS — United Parcel Service Inc

CIK 1845251 ATLANTA, GA

Position in UPS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$634,035

+$50,839 QoQ

Shares Held

5,898

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,199

of 2,129 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bison Wealth, LLC holds $1,760,894 across 4 Integrated Freight & Logistics names. UPS ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	5,898	$634,035
2	FDX	Fedex Corp	1,687	$528,250
3	JBHT	Hunt J B Transport Services Inc	1,289	$373,075
4	PBI	Pitney Bowes Inc /De/	12,873	$225,534

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,035	5,898	-0.5%	Shares	Sole	2026-07-07
2026-03-31	$583,196	5,928	+10.3%	Shares	Sole	2026-05-15
2025-12-31	$533,047	5,374	-28.2%	Shares	Sole	2026-03-24
2025-09-30	$624,804	7,480	-26.9%	Shares	Sole	2025-11-12
2025-06-30	$1,032,818	10,232	+58.1%	Shares	Sole	2025-07-15
2025-03-31	$711,855	6,472	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.