Skip to content
Disclosery

ADVISOR PARTNERS LLC: UGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISOR PARTNERS LLC on UGP, newest first. How the timeline and the estimate are built.

ADVISOR PARTNERS LLC held 28,229 UGP shares at 2022-06-30 per its 13F-HR filed 2022-08-11.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 28,229 shares
    Change vs previous 13F -37,932 shares

    <0.01% of the 13F portfolio, value $66,000.

    13F-HR 0001725547-22-000146 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-03-31
    13F 66,161 shares
    Change vs previous 13F -15,753 shares

    0.01% of the 13F portfolio, value $200,000.

    13F-HR 0001456114-22-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 81,914 shares
    Change vs previous 13F -32,520 shares

    0.01% of the 13F portfolio, value $217,000.

    13F-HR 0001456114-22-000001 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 114,434 shares
    Change vs previous 13F -20,324 shares

    0.02% of the 13F portfolio, value $309,000.

    13F-HR 0001456114-21-000008 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 134,758 shares
    Change vs previous 13F -2,644 shares

    0.03% of the 13F portfolio, value $507,000.

    13F-HR 0001456114-21-000007 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F/A 137,402 shares
    Change vs previous 13F -1,744 shares

    0.04% of the 13F portfolio, value $525,000.

    13F-HR/A 0001456114-21-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F/A 139,146 shares
    Change vs previous 13F +5,107 shares

    0.05% of the 13F portfolio, value $630,000.

    13F-HR/A 0001456114-21-000002 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-09-30
    13F/A 134,039 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $458,000.

    13F-HR/A 0001456114-20-000008 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).