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Disclosery

Blue Trust, Inc.: UGP position timeline

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

Blue Trust, Inc. held 23,756 UGP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,756 shares
    Change vs previous 13F -4,306 shares

    <0.01% of the 13F portfolio, value $119,256.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 28,062 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $154,622.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 27,693 shares
    Change vs previous 13F -5,621 shares

    <0.01% of the 13F portfolio, value $104,403.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 33,314 shares
    Change vs previous 13F +16,889 shares

    <0.01% of the 13F portfolio, value $136,588.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 16,425 shares
    Change vs previous 13F +3,554 shares

    <0.01% of the 13F portfolio, value $53,874.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 12,871 shares
    Change vs previous 13F +5,423 shares

    <0.01% of the 13F portfolio, value $39,643.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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 7,448 shares
    Change vs previous 13F -25,676 shares

    <0.01% of the 13F portfolio, value $19,589.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 33,124 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,515.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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