Bradley & Co. Private Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1861678
MIAMI, FL
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,257
+$192 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,086
of 2,129 holders
Holding Since
Jun 2022
16 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, 2026Bradley & Co. Private Wealth Management, LLC holds $930,467 across 3 Integrated Freight & Logistics names. UPS ranks #3 (0.2% of the industry book) .
All Filings in UPS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,257 | 21 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,065 | 21 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,082 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,754 | 21 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,119 | 21 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,309 | 21 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,648 | 21 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,873 | 21 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,121 | 21 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,301 | 21 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,273 | 21 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,764 | 21 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,073 | 21 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,650 | 21 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,392 | 21 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,833 | 21 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||