Ascentis Wealth Management, LLC

Position in UGP — Ultrapar Holdings Inc

CIK 2032602 DALLAS, TX

Position in UGP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,913

New position

Shares Held

979

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#159

of 178 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $166,987 across 3 Oil & Gas Refining & Marketing names. UGP ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	532	$138,554
2	MPC	Marathon Petroleum Corp	92	$23,520
3	UGP	Ultrapar Holdings Inc This page	979	$4,913

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,913	979	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.