SOA Wealth Advisors, LLC.

Position in UPS — United Parcel Service Inc

CIK 1849444 NEW YORK, NY

Position in UPS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,812,022

+$4,189,966 QoQ

Shares Held

44,763

+607.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#479

of 2,129 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $4,826,416 across 4 Integrated Freight & Logistics names. UPS ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	44,763	$4,812,022
2	FDX	Fedex Corp	40	$12,525
3	PBI	Pitney Bowes Inc /De/	96	$1,681
4	CHRW	C. H. Robinson Worldwide, Inc.	1	$188

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,812,022	44,763	+607.9%	Shares	Sole	2026-07-21
2026-03-31	$622,056	6,323	0.0%	Shares	Sole	2026-05-20
2025-12-31	$627,178	6,323	-4.4%	Shares	Sole	2026-01-20
2025-09-30	$552,300	6,612	+4.4%	Shares	Sole	2025-10-21
2025-06-30	$639,152	6,332	-19.8%	Shares	Sole	2025-07-18
2025-03-31	$868,591	7,897	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$995,307	7,893	+0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,075,858	7,891	-12.1%	Shares	Sole	2024-11-20
2024-06-30	$1,228,913	8,980	-0.5%	Shares	Sole	2024-07-17
2024-03-31	$1,341,237	9,024	+0.0%	Shares	Sole	2024-04-10
2023-12-31	$1,418,371	9,021	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,405,635	9,018	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$1,608,051	8,971	+0.0%	Shares	Sole	2023-07-07
2023-03-31	$1,739,702	8,968	-1.1%	Shares	Sole	2023-04-28
2022-12-31	$1,576,381	9,068	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$1,468,237	9,089	-0.3%	Shares	Sole	2022-10-07
2022-06-30	$1,663,487	9,113	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$1,952,014	9,102	+4.8%	Shares	Sole	2022-04-07
2021-12-31	$1,861,114	8,683	0.0%	Shares	Sole	2022-01-13
2021-09-30	$1,581,174	8,683	+0.6%	Shares	Sole	2021-10-12
2021-06-30	$1,795,820	8,635	0.0%	Shares	Sole	2021-07-14
2021-03-31	$1,467,863	8,635	-0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,454,639	8,638	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.