Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$524,170
+$46,240 QoQ
Shares Held
4,876
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,279
of 2,129 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $7,182,311 across 3 Integrated Freight & Logistics names. UPS ranks #3 (7.3% of the industry book) .
All Filings in UPS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,170 | 4,876 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $477,930 | 4,858 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $476,012 | 4,799 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $292,020 | 3,496 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $341,379 | 3,382 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $367,806 | 3,344 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $411,338 | 3,262 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $441,196 | 3,236 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $439,288 | 3,210 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $473,386 | 3,185 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $500,777 | 3,185 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $401,676 | 2,577 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $461,927 | 2,577 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $499,912 | 2,577 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $447,985 | 2,577 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||