Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$822,267
+$121,113 QoQ
Shares Held
7,649
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,093
of 2,129 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $839,889 across 4 Integrated Freight & Logistics names. UPS ranks #1 (97.9% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,267 | 7,649 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $701,154 | 7,127 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $672,508 | 6,780 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $520,809 | 6,235 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $597,564 | 5,920 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $436,110 | 3,965 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $492,294 | 3,904 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $539,770 | 3,959 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $507,302 | 3,707 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $500,139 | 3,365 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $516,815 | 3,287 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $490,211 | 3,145 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $550,835 | 3,073 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $313,293 | 1,615 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $48,675 | 280 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||