Peak Retirement Planning, Inc.
PensionPosition in UPS — United Parcel Service Inc
CIK 2056697
COLUMBUS, OH
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$333,787
-$1,000,147 QoQ
Shares Held
3,105
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,514
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Peak Retirement Planning, Inc. holds $600,573 across 2 Integrated Freight & Logistics names. UPS ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,105 | $333,787 | |
| 2 | FDX |
Fedex Corp
|
852 | $266,786 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,787 | 3,105 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,333,934 | 13,559 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,341,247 | 13,522 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||