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Orion Porfolio Solutions, LLC: UGP position timeline

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

Orion Porfolio Solutions, LLC held 14,914 UGP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,914 shares
    Change vs previous 13F -1,823 shares

    <0.01% of the 13F portfolio, value $74,867.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 16,737 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $92,220.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 16,737 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $63,098.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 16,715 shares
    Change vs previous 13F -432 shares

    <0.01% of the 13F portfolio, value $68,530.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 17,147 shares
    Change vs previous 13F -849 shares

    <0.01% of the 13F portfolio, value $56,242.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 17,996 shares
    Change vs previous 13F -1,013 shares

    <0.01% of the 13F portfolio, value $55,428.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 19,009 shares
    Change vs previous 13F -3,191 shares

    <0.01% of the 13F portfolio, value $49,994.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 22,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,136.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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