Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$39,130
+$21,619 QoQ
Shares Held
364
+104.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,917
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, 2026Aventura Private Wealth, LLC holds $40,684 across 3 Integrated Freight & Logistics names. UPS ranks #1 (96.2% 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 | $39,130 | 364 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $17,511 | 178 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,655 | 178 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,033 | 168 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $19,683 | 195 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $37,946 | 345 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $43,504 | 345 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||