IMG Wealth Management, Inc.
Position in UPS — United Parcel Service Inc
CIK 2032103
JACKSONVILLE, FL
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,917
+$7,569 QoQ
Shares Held
269
+24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,950
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $43,610 across 5 Integrated Freight & Logistics names. UPS ranks #1 (66.3% of the industry book) .
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,917 | 269 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,348 | 217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,787 | 633 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $56,132 | 672 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $67,831 | 672 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,998 | 200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,220 | 200 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||