Provenance Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,072
+$9,760 QoQ
Shares Held
103
+692.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,016
of 2,129 holders
Holding Since
Sep 2023
9 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, 2026Provenance Wealth Advisors, LLC holds $15,643 across 4 Integrated Freight & Logistics names. UPS ranks #1 (70.8% of the industry book) .
All Filings in UPS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,072 | 103 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $1,312 | 13 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,739 | 34 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $4,287 | 34 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $4,635 | 34 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $9,716 | 71 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $12,484 | 84 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $11,163 | 71 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $3,273 | 21 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||