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Disclosery

SIGNATUREFD, LLC: UGP position timeline

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

SIGNATUREFD, LLC held 32,219 UGP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,219 shares
    Change vs previous 13F -1,985 shares

    <0.01% of the 13F portfolio, value $161,739.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 34,204 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $188,464.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 33,774 shares
    Change vs previous 13F +5,082 shares

    <0.01% of the 13F portfolio, value $127,328.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 28,692 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $117,637.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 28,719 shares
    Change vs previous 13F +10,023 shares

    <0.01% of the 13F portfolio, value $94,198.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 18,696 shares
    Change vs previous 13F -1,009 shares

    <0.01% of the 13F portfolio, value $57,584.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 19,705 shares
    Change vs previous 13F +3,688 shares

    <0.01% of the 13F portfolio, value $51,824.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 16,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,146.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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