Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$627,692
+$176,128 QoQ
Shares Held
5,839
+27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,204
of 2,129 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $3,113,310 across 3 Integrated Freight & Logistics names. UPS ranks #2 (20.2% of the industry book) .
All Filings in UPS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,692 | 5,839 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $451,564 | 4,590 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $401,620 | 4,049 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $302,462 | 3,621 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $200,841 | 1,826 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $173,765 | 1,378 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $221,416 | 1,624 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $231,413 | 1,691 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||