Skip to content
Disclosery

Advisor Group, Inc.: UGI position timeline

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

Advisor Group, Inc. held 29,252 UGI shares at 2019-12-31 per its 13F-HR filed 2020-02-12.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 29,252 shares
    Change vs previous 13F -18,069 shares

    0.01% of the 13F portfolio, value $1,322,000.

    13F-HR 0001681115-20-000002 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 47,321 shares
    Change vs previous 13F +21,548 shares

    0.02% of the 13F portfolio, value $2,379,000.

    13F-HR 0001681115-19-000015 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 25,773 shares
    Change vs previous 13F +5,923 shares

    0.01% of the 13F portfolio, value $1,375,000.

    13F-HR 0001681115-19-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 19,850 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $1,100,000.

    13F-HR 0001681115-19-000003 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 20,610 shares
    Change vs previous 13F +1,709 shares

    0.01% of the 13F portfolio, value $1,100,000.

    13F-HR 0001681115-19-000001 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 18,901 shares
    Change vs previous 13F +15,090 shares

    0.01% of the 13F portfolio, value $1,048,000.

    13F-HR 0001681115-18-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 3,811 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $198,000.

    13F-HR 0001681115-18-000008 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 3,862 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,000.

    13F-HR 0001681115-18-000006 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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