Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,350
+$1,740 QoQ
Shares Held
180
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,986
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $32,412 across 3 Integrated Freight & Logistics names. UPS ranks #1 (59.7% 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 | $19,350 | 180 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,610 | 179 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,878 | 150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,297 | 243 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $62,481 | 619 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,395 | 440 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $55,357 | 439 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||