Retirement Wealth Solutions LLC
PensionPosition in UPS — United Parcel Service Inc
CIK 2044741
MARSHFIELD, WI
Position in UPS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,225
+$1,356 QoQ
Shares Held
30
+57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,075
of 2,129 holders
Holding Since
Dec 2024
6 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, 2026Retirement Wealth Solutions LLC holds $18,296 across 4 Integrated Freight & Logistics names. UPS ranks #3 (17.6% of the industry book) .
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225 | 30 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,869 | 19 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,876 | 29 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $2,220 | 22 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,419 | 22 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $882 | 7 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||