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Disclosery

Abundance Wealth Counselors: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on UGI, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 68,803 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,803 shares
    Change vs previous 13F +35,376 shares

    0.15% of the 13F portfolio, value $2,376,433.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,427 shares
    Change vs previous 13F -1,187 shares

    0.17% of the 13F portfolio, value $1,217,399.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,614 shares
    Change vs previous 13F +870 shares

    0.22% of the 13F portfolio, value $1,295,596.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,744 shares
    Change vs previous 13F +1,160 shares

    0.19% of the 13F portfolio, value $1,122,296.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,584 shares
    Change vs previous 13F -45 shares

    0.22% of the 13F portfolio, value $1,187,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,629 shares
    Change vs previous 13F +3,115 shares

    0.23% of the 13F portfolio, value $1,079,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,514 shares
    Change vs previous 13F +505 shares

    0.18% of the 13F portfolio, value $833,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,009 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $726,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).