Commonwealth Retirement Investments LLC
PensionPosition in UPS — United Parcel Service Inc
CIK 1963787
RICHMOND, VA
Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,275,380
-$3,249,116 QoQ
Shares Held
11,864
-74.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#924
of 2,129 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $1,294,811 across 3 Integrated Freight & Logistics names. UPS ranks #1 (98.5% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,380 | 11,864 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,524,496 | 45,990 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,062,723 | 40,959 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,243,908 | 50,807 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,732,672 | 46,886 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,773,096 | 34,304 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,583,762 | 28,420 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,204,861 | 30,841 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,048,707 | 29,585 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,243,089 | 28,548 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,824,776 | 24,326 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,629,432 | 23,285 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,967,698 | 22,135 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,174,276 | 21,518 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,688,710 | 21,219 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||