Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,402
+$2,070 QoQ
Shares Held
227
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,966
of 2,129 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $28,288 across 3 Integrated Freight & Logistics names. UPS ranks #1 (86.3% of the industry book) .
All Filings in UPS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,402 | 227 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $22,332 | 227 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||