Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,786,220
+$197,580 QoQ
Shares Held
16,616
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#795
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)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$10,750
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 WEALTH MANAGEMENT, LLC holds $3,646,009 across 4 Integrated Freight & Logistics names. UPS ranks #1 (49.0% of the industry book) .
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,786,220 | 16,616 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $10,750 | 100 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $107 | 100 | Put | Sole | 2026-05-01 | |
| 2026-03-31 | $1,588,640 | 16,148 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $463,713 | 4,675 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $402,531 | 4,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $487,540 | 4,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,366 | 4,331 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $637,057 | 5,052 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,064,460 | 15,142 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,833,653 | 13,399 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||