Financial Gravity Asset Management, Inc.
Position in UGP — Ultrapar Holdings Inc
CIK 1741736
Lakeway, TX
Position in UGP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$225
-$27 QoQ
Shares Held
41
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $100,142 across 3 Oil & Gas Refining & Marketing names. UGP ranks #3 (0.2% of the industry book) .
All Filings in UGP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225 | 41 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $252 | 82 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $2,196 | 384 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $2,346 | 433 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $2,175 | 594 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||