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Disclosery

Plan A Wealth LLC: UGP position timeline

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

Plan A Wealth LLC held 15,620 UGP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,620 shares
    Change vs previous 13F +3,050 shares

    0.04% of the 13F portfolio, value $114,338.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,570 shares
    Change vs previous 13F -2,982 shares

    0.03% of the 13F portfolio, value $63,101.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    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 15,552 shares
    Change vs previous 13F +1,559 shares

    0.04% of the 13F portfolio, value $85,692.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,993 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $52,754.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,056 shares
    Change vs previous 13F +3,438 shares

    0.03% of the 13F portfolio, value $57,630.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,618 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,827.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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