Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$256,172
+$21,733 QoQ
Shares Held
2,383
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,642
of 2,129 holders
Holding Since
Dec 2024
6 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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $920,065 across 3 Integrated Freight & Logistics names. UPS ranks #2 (27.8% of the industry book) .
All Filings in UPS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,172 | 2,383 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $234,439 | 2,383 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $264,638 | 2,668 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $252,260 | 3,020 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $483,401 | 4,789 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $796,069 | 6,313 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||