Position in UGP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$144,661
-$15,200 QoQ
Shares Held
28,817
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#95
of 178 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Aprio Wealth Management, LLC holds $2,758,523 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (5.2% of the industry book) .
All Filings in UGP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,661 | 28,817 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $159,861 | 29,013 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $108,640 | 28,817 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $124,754 | 30,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $115,997 | 35,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,939 | 85,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $94,001 | 35,742 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $168,842 | 43,516 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $103,806 | 26,549 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $162,087 | 28,337 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $124,963 | 23,056 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||