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Hennion & Walsh Asset Management, Inc.: UGP position timeline

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

Hennion & Walsh Asset Management, Inc. held 97,402 UGP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,402 shares
    Change vs previous 13F +33,599 shares

    0.02% of the 13F portfolio, value $712,983.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,803 shares
    Change vs previous 13F +44,645 shares

    0.01% of the 13F portfolio, value $320,291.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh 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 ended2026-03-31
    13F 19,158 shares
    Change vs previous 13F +3,761 shares

    <0.01% of the 13F portfolio, value $105,561.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh 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 ended2025-12-31
    13F 15,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,047.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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