MBL Wealth, LLC

Position in UPS — United Parcel Service Inc

CIK 1845785 CHARLOTTE, NC

Position in UPS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$612,965

+$84,567 QoQ

Shares Held

5,702

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,214

of 2,129 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Industrials · as of Jun 30, 2026

MBL Wealth, LLC holds $1,555,569 across 3 Integrated Freight & Logistics names. UPS ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	5,702	$612,965
2	FDX	Fedex Corp	1,890	$591,815
3	JBHT	Hunt J B Transport Services Inc	1,212	$350,789

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,965	5,702	+6.2%	Shares	Sole	2026-07-15
2026-03-31	$528,398	5,371	-50.0%	Shares	Sole	2026-04-28
2025-12-31	$1,064,606	10,733	+9.8%	Shares	Sole	2026-01-21
2025-09-30	$816,505	9,775	+405.7%	Shares	Sole	2025-10-16
2025-03-31	$212,610	1,933	-26.5%	Shares	Sole	2025-05-21
2023-09-30	$409,938	2,630	-0.4%	Shares	Defined	2023-10-11
2023-06-30	$473,399	2,641	+18.6%	Shares	Defined	2023-07-17
2023-03-31	$431,821	2,226	-17.8%	Shares	Defined	2023-04-12
2022-09-30	$437,288	2,707	+16.5%	Shares	Defined	2023-01-12
2022-06-30	$424,222	2,324	+42.8%	Shares	Defined	2023-01-12
2022-03-31	$349,140	1,628	+20.6%	Shares	Sole	2022-05-02
2021-03-31	$229,486	1,350	—	Shares	Defined	2021-05-27
No filing history on record for this holder in this stock.