INDEPENDENT FINANCIAL GROUP, LLC

Position in UPS — United Parcel Service Inc

CIK 275484 SAN DIEGO, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,774,502

+$127,425 QoQ

Shares Held

16,507

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#100

of 369 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $3,739,404 across 4 Integrated Freight & Logistics names. UPS ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	16,507	$1,774,502
2	FDX	Fedex Corp	2,700	$845,451
3	FDXF	FedEx Freight Holding Company, Inc.	4,279	$646,129
4	FWRD	Forward Air Corp	35,035	$473,322

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,774,502	16,507	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$1,647,077	16,742	-5.9%	Shares	Sole	2026-05-15
2025-12-31	$1,764,391	17,788	+0.7%	Shares	Sole	2026-05-15
2025-09-30	$1,475,473	17,664	-11.8%	Shares	Sole	2026-05-15
2025-06-30	$2,020,515	20,017	+44.6%	Shares	Sole	2026-05-15
2025-03-31	$1,522,811	13,845	+13.7%	Shares	Sole	2026-05-19
2024-12-31	$1,535,015	12,173	+1.2%	Shares	Sole	2026-06-12
2024-09-30	$1,639,352	12,024	-17.5%	Shares	Sole	2026-06-12
2024-06-30	$1,994,041	14,571	+50.6%	Shares	Sole	2026-06-12
2024-03-31	$1,438,292	9,677	+13.8%	Shares	Sole	2026-06-12
2023-12-31	$1,337,398	8,506	+1.7%	Shares	Sole	2026-06-12
2023-09-30	$1,304,008	8,366	+0.3%	Shares	Sole	2026-06-12
2023-06-30	$1,494,407	8,337	-2.1%	Shares	Sole	2026-06-12
2023-03-31	$1,651,824	8,515	+4.1%	Shares	Sole	2026-06-12
2022-12-31	$1,422,185	8,181	+0.4%	Shares	Sole	2026-06-15
2022-09-30	$1,315,904	8,146	-0.2%	Shares	Sole	2026-06-15
2022-06-30	$1,490,439	8,165	+22.6%	Shares	Sole	2026-06-12
2022-03-31	$1,427,874	6,658	+4.3%	Shares	Sole	2026-06-12
2021-12-31	$1,367,703	6,381	-20.6%	Shares	Sole	2026-06-15
2021-09-30	$1,464,266	8,041	-4.5%	Shares	Sole	2026-06-15
2021-06-30	$1,750,275	8,416	+29.8%	Shares	Sole	2026-06-15
2021-03-31	$1,102,385	6,485	+33.0%	Shares	Sole	2026-06-15
2020-12-31	$820,950	4,875	+65.3%	Shares	Sole	2026-06-15
2020-09-30	$491,558	2,950	-20.1%	Shares	Sole	2026-06-15
2020-06-30	$410,698	3,694	+10.3%	Shares	Sole	2026-06-15
2020-03-31	$312,957	3,350	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.