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ROMAN BUTLER FULLERTON & CO: UGA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on UGA, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 9,845 UGA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,845 shares
    Change vs previous 13F -15 shares

    0.26% of the 13F portfolio, value $1,101,818.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 9,860 shares
    Change vs previous 13F -2,009 shares

    0.26% of the 13F portfolio, value $960,334.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 11,869 shares
    Change vs previous 13F +11,869 shares

    0.2% of the 13F portfolio, value $774,872.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 0 shares
    Change vs previous 13F -12,053 shares

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 12,053 shares
    Change vs previous 13F +705 shares

    0.22% of the 13F portfolio, value $737,430.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 11,348 shares
    Change vs previous 13F +1,393 shares

    0.25% of the 13F portfolio, value $647,120.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 9,955 shares
    Change vs previous 13F +431 shares

    0.2% of the 13F portfolio, value $632,640.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 9,524 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $588,774.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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