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Bleakley Financial Group, LLC: UGP position timeline

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

Bleakley Financial Group, LLC held 192,502 UGP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,502 shares
    Change vs previous 13F -20,963 shares

    0.01% of the 13F portfolio, value $966,360.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, LLC
    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 213,465 shares
    Change vs previous 13F +23,937 shares

    0.02% of the 13F portfolio, value $1,176,192.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, LLC
    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 189,528 shares
    Change vs previous 13F -8,362 shares

    0.01% of the 13F portfolio, value $714,521.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, LLC
    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 197,890 shares
    Change vs previous 13F +30,362 shares

    0.02% of the 13F portfolio, value $811,349.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, LLC
    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 167,528 shares
    Change vs previous 13F +14,972 shares

    0.01% of the 13F portfolio, value $549,492.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, LLC
    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 152,556 shares
    Change vs previous 13F +65,706 shares

    0.02% of the 13F portfolio, value $469,872.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
    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 86,850 shares
    Change vs previous 13F +21,555 shares

    0.01% of the 13F portfolio, value $228,416.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    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 65,295 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,345.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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