RICHARDS, MERRILL & PETERSON, INC.
Position in UPS — United Parcel Service Inc
CIK 90108
SPOKANE, WA
Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$168,667
+$24,639 QoQ
Shares Held
1,569
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,801
of 2,129 holders
Holding Since
Dec 2024
6 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $1,567,970 across 3 Integrated Freight & Logistics names. UPS ranks #3 (10.8% of the industry book) .
All Filings in UPS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,667 | 1,569 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $144,028 | 1,464 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $146,206 | 1,474 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $219,948 | 2,179 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $239,118 | 2,174 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $275,654 | 2,186 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||