Position in UGA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$229,621
+$214,189 QoQ
Shares Held
2,222
+788.8% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in UGA Over Time
Shares Held
Position Value (USD)
All Filings in UGA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,621 | 2,222 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $15,432 | 250 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $46,238 | 717 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,055 | 250 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,640 | 866 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,495 | 500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,246 | 569 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $86,392 | 1,278 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $318,830 | 4,495 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $893,381 | 14,718 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $305,484 | 4,515 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $82,397 | 1,315 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $180,850 | 2,975 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,170,367 | 36,209 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $743,669 | 14,098 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,857,996 | 27,396 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,524,290 | 27,371 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $994,385 | 24,277 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $956,888 | 26,684 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $789,325 | 25,050 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $53,700 | 2,209 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,844 | 946 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $68,294 | 3,604 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $18,145 | 1,793 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||