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RITHOLTZ WEALTH MANAGEMENT: UGP position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 194,668 UGP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 194,668 shares
    Change vs previous 13F -6,618 shares

    0.01% of the 13F portfolio, value $977,235.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 201,286 shares
    Change vs previous 13F +24,264 shares

    0.02% of the 13F portfolio, value $1,109,087.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 177,022 shares
    Change vs previous 13F -3,135 shares

    0.01% of the 13F portfolio, value $667,373.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 180,157 shares
    Change vs previous 13F +24,115 shares

    0.01% of the 13F portfolio, value $738,645.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 156,042 shares
    Change vs previous 13F +56,427 shares

    0.01% of the 13F portfolio, value $511,818.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 99,615 shares
    Change vs previous 13F -144,964 shares

    0.01% of the 13F portfolio, value $306,814.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 244,579 shares
    Change vs previous 13F -38,668 shares

    0.02% of the 13F portfolio, value $643,242.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 283,247 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,098,998.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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