BROADWATER CAPITAL MANAGEMENT LLC
Position in UPS — United Parcel Service Inc
CIK 2084339
BOSTON, MA
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$134,912
+$11,446 QoQ
Shares Held
1,255
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,814
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $1,621,925 across 5 Integrated Freight & Logistics names. UPS ranks #3 (8.3% of the industry book) .
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,912 | 1,255 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $123,466 | 1,255 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $124,483 | 1,255 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $104,830 | 1,255 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $157,971 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $172,134 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $197,346 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $213,372 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $214,170 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $232,605 | 1,565 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $246,064 | 1,565 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||