Position in UGP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$52,534
New position
Shares Held
10,465
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 179 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $1,462,293 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (3.6% of the industry book) .
All Filings in UGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,534 | 10,465 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||