Cladis Investment Advisory, LLC
Position in UPS — United Parcel Service Inc
CIK 1911520
BILLINGS, MT
Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,964,132
+$38,836 QoQ
Shares Held
18,271
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#752
of 2,129 holders
Holding Since
Dec 2021
19 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, 2026Cladis Investment Advisory, LLC holds $3,130,022 across 3 Integrated Freight & Logistics names. UPS ranks #1 (62.8% of the industry book) .
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,132 | 18,271 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,925,296 | 19,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,235,544 | 22,538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,333,494 | 27,936 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,977,616 | 19,592 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,728,602 | 15,716 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,515,091 | 12,015 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,518,691 | 11,139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $965,613 | 7,056 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $1,024,357 | 6,892 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $639,454 | 4,067 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $480,079 | 3,080 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $322,470 | 1,799 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $348,988 | 1,799 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $312,738 | 1,799 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $290,448 | 1,798 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $328,206 | 1,798 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $385,384 | 1,797 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $256,564 | 1,197 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||