Position in UGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205
+$71 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 178 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $121,774 across 3 Oil & Gas Refining & Marketing names. UGP ranks #3 (0.2% of the industry book) .
All Filings in UGP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205 | 41 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $134 | 41 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $215 | 82 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||