Position in UPS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$44,720
+$3,893 QoQ
Shares Held
416
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,906
of 2,129 holders
Holding Since
Dec 2023
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, 2026Caitlin John, LLC holds $45,810 across 3 Integrated Freight & Logistics names. UPS ranks #1 (97.6% 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 | $44,720 | 416 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $40,827 | 415 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,273 | 33 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,840 | 34 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $14,501 | 115 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,679 | 115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,737 | 115 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $17,092 | 115 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $19,810 | 126 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||