Smallwood Wealth Investment Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1921304
RED BANK, NJ
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,942
+$11,106 QoQ
Shares Held
139
+256.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,005
of 2,129 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $53,805 across 3 Integrated Freight & Logistics names. UPS ranks #2 (27.8% of the industry book) .
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,942 | 139 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,836 | 39 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,868 | 39 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,257 | 39 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,936 | 39 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $4,289 | 39 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||