Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$36,980
+$12,681 QoQ
Shares Held
344
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,924
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $124,161 across 4 Integrated Freight & Logistics names. UPS ranks #2 (29.8% of the industry book) .
All Filings in UPS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,980 | 344 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $24,299 | 247 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,961 | 171 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||