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Advisors Asset Management, Inc.: UGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on UGP, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 52,302 UGP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,302 shares
    Change vs previous 13F -1,992 shares

    <0.01% of the 13F portfolio, value $262,556.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 54,294 shares
    Change vs previous 13F -71,044 shares

    <0.01% of the 13F portfolio, value $299,160.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 125,338 shares
    Change vs previous 13F -7,156 shares

    0.01% of the 13F portfolio, value $472,524.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 132,494 shares
    Change vs previous 13F -4,135 shares

    0.01% of the 13F portfolio, value $543,225.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 136,629 shares
    Change vs previous 13F -7,257 shares

    0.01% of the 13F portfolio, value $448,143.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 143,886 shares
    Change vs previous 13F +1,842 shares

    0.01% of the 13F portfolio, value $443,169.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 142,044 shares
    Change vs previous 13F +7,681 shares

    0.01% of the 13F portfolio, value $373,576.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 134,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $521,328.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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