Beaumont Financial Advisors, LLC
Holdings in UGP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,868 | 20,920 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $85,772 | 20,920 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $74,597 | 22,743 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $70,048 | 22,743 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $59,814 | 22,743 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $88,242 | 22,743 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $88,925 | 22,743 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $130,089 | 22,743 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $123,267 | 22,743 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $83,466 | 22,743 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $89,379 | 22,743 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $62,088 | 22,743 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $55,038 | 22,743 | Shares | Sole | 2023-01-25 |