Skip to content
Disclosery

PDS Planning, Inc: UGP position timeline

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

PDS Planning, Inc held 28,286 UGP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,286 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $141,996.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 28,286 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $155,856.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 28,286 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $106,638.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 28,210 shares
    Change vs previous 13F -3,901 shares

    0.01% of the 13F portfolio, value $115,661.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 32,111 shares
    Change vs previous 13F +6,002 shares

    0.01% of the 13F portfolio, value $105,324.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 26,109 shares
    Change vs previous 13F +5,817 shares

    0.01% of the 13F portfolio, value $80,416.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 20,292 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $53,368.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 21,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $83,063.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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