Position in UGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,721
-$47 QoQ
Shares Held
343
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 178 holders
Holding Since
Dec 2025
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, 2026IMA Advisory Services, Inc. holds $5,579,429 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (0.0% 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 | $1,721 | 343 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,768 | 321 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $603 | 160 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||