Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,455
+$2,499 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,948
of 2,129 holders
Holding Since
Jun 2024
9 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, 2026SWAN Capital LLC holds $230,614 across 3 Integrated Freight & Logistics names. UPS ranks #3 (12.8% of the industry book) .
All Filings in UPS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,455 | 274 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,956 | 274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,635 | 450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,426 | 472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,836 | 464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,285 | 439 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $55,357 | 439 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $59,853 | 439 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,077 | 439 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||