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Disclosery

Ethic Inc.: UGP position timeline

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

Ethic Inc. held 25,649 UGP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,649 shares
    Change vs previous 13F -23,147 shares

    <0.01% of the 13F portfolio, value $128,758.

    13F-HR 0001780570-26-000005 filed by Ethic 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 48,796 shares
    Change vs previous 13F -21,556 shares

    <0.01% of the 13F portfolio, value $268,866.

    13F-HR 0001780570-26-000004 filed by Ethic 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 70,352 shares
    Change vs previous 13F +27,377 shares

    <0.01% of the 13F portfolio, value $265,228.

    13F-HR 0001780570-26-000002 filed by Ethic 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 42,975 shares
    Change vs previous 13F +10,178 shares

    <0.01% of the 13F portfolio, value $176,197.

    13F-HR 0001780570-25-000008 filed by Ethic 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 32,797 shares
    Change vs previous 13F +9,815 shares

    <0.01% of the 13F portfolio, value $101,671.

    13F-HR 0001780570-25-000005 filed by Ethic 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 22,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,244.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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