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Disclosery

Wealthstream Advisors, Inc.: UGP position timeline

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

Wealthstream Advisors, Inc. held 14,955 UGP shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,955 shares
    Change vs previous 13F +914 shares

    0.01% of the 13F portfolio, value $61,316.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 14,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,054.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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