Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$62,350
-$23,535 QoQ
Shares Held
580
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,878
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, 2026Asset Planning,Inc holds $71,990 across 3 Integrated Freight & Logistics names. UPS ranks #1 (86.6% of the industry book) .
All Filings in UPS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,350 | 580 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $85,885 | 873 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $97,900 | 987 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $101,823 | 1,219 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $121,430 | 1,203 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $131,988 | 1,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $149,932 | 1,189 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||