Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,727
+$1,249 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,006
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, 2026Sunrise Financial Services, LLC holds $17,998 across 5 Integrated Freight & Logistics names. UPS ranks #1 (81.8% 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 | $14,727 | 137 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,478 | 137 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,589 | 137 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||