Synergy Investment Management, LLC
Position in UPS — United Parcel Service Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,197
+$60,360 QoQ
Shares Held
653
+553.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,864
of 2,125 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $573,092 across 5 Integrated Freight & Logistics names. UPS ranks #3 (12.2% of the industry book) .
All Filings in UPS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,197 | 653 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,837 | 100 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,419 | 22 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,774 | 22 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||