United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership75 shares
Latest Disclosed Value $ 7,378
IFG Advisory, LLC reports 99.32% decrease in ownership of UPS / United Parcel Service, Inc.

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 75 shares of United Parcel Service, Inc. (US:UPS) valued at $7,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,953 shares of United Parcel Service, Inc.. This represents a change in shares of -99.32% during the quarter. The current value of the position is $8,150 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 75 -10,878 -99.32 7 -99.36 0.0211
2026-02-10 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 10,953 -1,981 -15.32 1,086 0.56 0.0473
2025-11-12 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,934 6,346 96.33 1,080 62.65 0.0491
2025-08-04 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 6,588 778 13.39 665 3.91 0.0334
2025-05-08 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,810 116 2.04 639 -10.88 0.0354
2025-02-14 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,694 5,694 718 0.0407
2024-10-30 2024-09-30 13F UNITED PARCEL Common Stock 911312106 0 -5,228 -100.00 0 -100.00
2024-07-30 2024-06-30 13F UNITED PARCEL Common Stock 911312106 5,228 5,228 715 0.0459
2024-05-06 2024-03-31 13F UNITED PARCEL Common Stock 911312106 0 -5,293 -100.00 0 -100.00
2024-01-17 2023-12-31 13F UNITED PARCEL Common Stock 911312106 5,293 -1,650 -23.76 832 -23.11 0.0609
2023-11-13 2023-09-30 13F UNITED PARCEL Common Stock 911312106 6,943 6,943 1,082 0.0911
2023-07-21 2023-06-30 13F UNITED PARCEL Common Stock 911312106 0 -5,646 -100.00 0 -100.00
2023-04-26 2023-03-31 13F UNITED PARCEL Common Stock 911312106 5,646 83 1.49 1,095 0.1024
2023-01-31 2022-12-31 13F UNITED PARCEL Common Stock 911312106 5,563 -3,738 -40.19 1 -100.00 0.0963
2022-10-28 2022-09-30 13F UNITED PARCEL Common Stock 911312106 9,301 3,515 60.75 1,502 42.23 0.1366
2022-08-04 2022-06-30 13F UNITED PARCEL Common Stock 911312106 5,786 3 0.05 1,056 -14.84 0.1122
2022-05-04 2022-03-31 13F UNITED PARCEL Common Stock 911312106 5,783 -396 -6.41 1,240 -6.34 0.1251
2022-02-14 2021-12-31 13F UNITED PARCEL Common Stock 911312106 6,179 118 1.95 1,324 20.04 0.1290
2021-10-12 2021-09-30 13F UNITED PARCEL Common Stock 911312106 6,061 1,497 32.80 1,103 16.23 0.1188
2021-07-21 2021-06-30 13F UNITED PARCEL Common Stock 911312106 4,564 -183 -3.86 949 17.74 0.1055
2021-04-19 2021-03-31 13F UNITED PARCEL Common Stock 911312106 4,747 400 9.20 806 10.11 0.1004
2021-02-08 2020-12-31 13F UNITED PARCEL Common Stock 911312106 4,347 175 4.19 732 5.32 0.1013
2020-11-02 2020-09-30 13F UNITED PARCEL Common Stock 911312106 4,172 -60 -1.42 695 47.87 0.1125
2020-08-10 2020-06-30 13F UNITED PARCEL Common Stock 911312106 4,232 -832 -16.43 470 -0.63 0.0847
2020-05-11 2020-03-31 13F UNITED PARCEL Common Stock 911312106 5,064 -3,680 -42.09 473 -53.76 0.1056
2020-02-07 2019-12-31 13F UNITED PARCEL Common Stock 911312106 8,744 -1,622 -15.65 1,023 -17.63 0.1868
2019-11-06 2019-09-30 13F UNITED PARCEL Common Stock 911312106 10,366 -182 -1.73 1,242 14.05 0.2409
2019-08-06 2019-06-30 13F UNITED PARCEL Common Stock 911312106 10,548 1,047 11.02 1,089 2.64 0.1931
2019-05-08 2019-03-31 13F UNITED PARCEL Common Stock 911312106 9,501 1,250 15.15 1,061 31.97 0.2030
2019-02-07 2018-12-31 13F UNITED PARCEL Common Stock 911312106 8,251 307 3.86 804 -13.27 0.1895
2018-11-05 2018-09-30 13F UNITED PARCEL Common Stock 911312106 7,944 470 6.29 927 16.75 0.1743
2018-08-02 2018-06-30 13F UNITED PARCEL Common Stock 911312106 7,474 1,236 19.81 794 21.78 0.1633
2018-04-26 2018-03-31 13F UNITED PARCEL Common Stock 911312106 6,238 256 4.28 652 -8.43 0.1450
2018-02-01 2017-12-31 13F/A-1 UNITED PARCEL Common Stock 911312106 5,982 5,982 712 0.1603
2018-01-29 2017-12-31 13F UNITED PARCEL Common Stock 911312106 6,792 772
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.