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Disclosery

CWM, LLC: UGP position timeline

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

CWM, LLC held 10,236 UGP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,236 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $56,400.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 10,213 shares
    Change vs previous 13F -244 shares

    <0.01% of the 13F portfolio, value $39,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,457 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $43,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,617 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $35,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,463 shares
    Change vs previous 13F +3,380 shares

    <0.01% of the 13F portfolio, value $29,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,083 shares
    Change vs previous 13F -1,113 shares

    <0.01% of the 13F portfolio, value $16,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,196 shares
    Change vs previous 13F +3,734 shares

    <0.01% of the 13F portfolio, value $28,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,462 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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