Green Ridge Wealth Planning LLC
Position in UPS — United Parcel Service Inc
CIK 2117069
MONTVILLE, NJ
Position in UPS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,539,615
+$130,224 QoQ
Shares Held
14,322
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#850
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, 2026Green Ridge Wealth Planning LLC holds $1,776,654 across 2 Integrated Freight & Logistics names. UPS ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
14,322 | $1,539,615 | |
| 2 | FDX |
Fedex Corp
|
757 | $237,039 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,615 | 14,322 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,409,391 | 14,326 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,448,570 | 14,604 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||