PDS Planning, Inc

Position in UGP — Ultrapar Holdings Inc

CIK 838618 DUBLIN, OH

Position in UGP

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$155,855

+$49,217 QoQ

Shares Held

28,286

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

PDS Planning, Inc holds $1,913,082 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,867	$704,490
2	MPC	Marathon Petroleum Corp	2,495	$609,229
3	VLO	Valero Energy Corp/Tx	1,795	$443,508
4	UGP	Ultrapar Holdings Inc This page	28,286	$155,855

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$155,855	28,286	0.0%	Shares	Sole	2026-04-22
2025-12-31	$106,638	28,286	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$115,661	28,210	-12.1%	Shares	Sole	2025-10-21
2025-06-30	$105,324	32,111	+23.0%	Shares	Sole	2025-07-24
2025-03-31	$80,415	26,109	+28.7%	Shares	Sole	2025-04-24
2024-12-31	$53,367	20,292	-5.2%	Shares	Sole	2025-02-10
2024-09-30	$83,063	21,408	+90.2%	Shares	Sole	2024-10-30
2024-06-30	$44,007	11,255	+2.2%	Shares	Sole	2024-08-08
2024-03-31	$63,022	11,018	-4.3%	Shares	Sole	2024-05-01
2023-12-31	$62,427	11,518	-8.6%	Shares	Sole	2024-02-01
2023-09-30	$46,223	12,595	+9.4%	Shares	Sole	2023-10-23
2023-06-30	$45,265	11,518	+14.6%	Shares	Sole	2023-07-21
2021-06-30	$37,784	10,049	-34.2%	Shares	Sole	2021-07-26
2021-03-31	$58,350	15,275	+39.5%	Shares	Sole	2021-04-20
2020-12-31	$49,617	10,953	-4.4%	Shares	Sole	2021-01-21
2020-09-30	$39,176	11,455	+3.0%	Shares	Sole	2020-10-19
2020-06-30	$37,713	11,125	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.