Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,786,220
+$1,057,913 QoQ
Shares Held
16,616
+124.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#794
of 2,129 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$113
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Diversify Advisory Services, LLC holds $3,646,009 across 4 Integrated Freight & Logistics names. UPS ranks #1 (49.0% of the industry book) .
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113 | 100 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $1,786,220 | 16,616 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $728,307 | 7,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,285,601 | 12,961 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $828,450 | 9,918 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $606,851 | 6,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $278,714 | 2,534 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $956,594 | 7,586 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,874,592 | 21,084 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,287,137 | 24,020 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,299,420 | 28,927 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||