CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in UPS — United Parcel Service Inc
CIK 1845849
SAN JUAN, PR
Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,112
+$1,961 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,970
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $38,970 across 3 Integrated Freight & Logistics names. UPS ranks #1 (59.3% of the industry book) .
All Filings in UPS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,112 | 215 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,151 | 215 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,325 | 215 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,958 | 215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,702 | 215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,647 | 215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,111 | 215 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||