Skip to content
Disclosery

West Family Investments, Inc.: UGP position timeline

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

West Family Investments, Inc. held 33,240 UGP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,240 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $166,865.

    13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
    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 33,240 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $183,152.

    13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
    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 33,240 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $125,315.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    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/A 33,240 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $136,284.

    13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
    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 33,240 shares
    Change vs previous 13F +1,783 shares

    0.03% of the 13F portfolio, value $109,027.

    13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
    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 31,457 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $96,888.

    13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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