Larry Mathis Financial Planning, LLC
Position in UPS — United Parcel Service Inc
CIK 2118274
PHOENIX, AZ
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$699,610
+$7,606 QoQ
Shares Held
6,508
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,164
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, 2026Larry Mathis Financial Planning, LLC holds $1,070,042 across 2 Integrated Freight & Logistics names. UPS ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
6,508 | $699,610 | |
| 2 | FDX |
Fedex Corp
|
1,183 | $370,432 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,610 | 6,508 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $692,004 | 7,034 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $720,317 | 7,262 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||