CFS Investment Advisory Services, LLC
Position in UPS — United Parcel Service Inc
CIK 1845688
TOTOWA, NJ
Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$429,892
+$41,291 QoQ
Shares Held
3,999
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,372
of 2,129 holders
Holding Since
Mar 2022
11 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, 2026CFS Investment Advisory Services, LLC holds $1,498,099 across 4 Integrated Freight & Logistics names. UPS ranks #2 (28.7% of the industry book) .
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,892 | 3,999 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $388,601 | 3,950 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $402,314 | 4,056 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $356,506 | 4,268 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $419,910 | 4,160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $494,295 | 4,494 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $574,385 | 4,555 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $938,564 | 6,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,098,768 | 8,029 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $356,528 | 1,989 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $9,750,638 | 45,466 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||