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Disclosery

Dunvegan Associates, Inc.: UGP position timeline

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

Dunvegan Associates, Inc. held 16,059 UGP shares at 2015-12-31 per its 13F-HR filed 2017-04-28.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 16,059 shares
    Change vs previous 13F -5,986 shares

    0.29% of the 13F portfolio, value $245,000.

    13F-HR 0001214659-17-002793 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 22,045 shares
    Change vs previous 13F -10,899 shares

    0.42% of the 13F portfolio, value $369,000.

    13F-HR 0001214659-17-002791 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 32,944 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $692,000.

    13F-HR 0001214659-17-002789 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 32,944 shares
    Change vs previous 13F -415 shares

    0.59% of the 13F portfolio, value $665,000.

    13F-HR 0001214659-17-002787 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 33,359 shares
    Change vs previous 13F -5,300 shares

    0.55% of the 13F portfolio, value $636,000.

    13F-HR 0001214659-17-002783 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 38,659 shares
    Change vs previous 13F -6,200 shares

    0.74% of the 13F portfolio, value $816,000.

    13F-HR 0001214659-17-002781 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 44,859 shares
    Change vs previous 13F -29,067 shares

    0.89% of the 13F portfolio, value $1,059,000.

    13F-HR 0001214659-17-002779 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 73,926 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,781,000.

    13F-HR 0001214659-17-002777 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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