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Disclosery

Advisory Services Network, LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Services Network, LLC on UGI, newest first. How the timeline and the estimate are built.

Advisory Services Network, LLC held 32,187 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,187 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $1,111,736.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, LLC
    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 31,635 shares
    Change vs previous 13F -3,615 shares

    0.02% of the 13F portfolio, value $1,152,136.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, LLC
    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 35,250 shares
    Change vs previous 13F -7,001 shares

    0.02% of the 13F portfolio, value $1,319,402.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, LLC
    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 42,251 shares
    Change vs previous 13F -2,737 shares

    0.02% of the 13F portfolio, value $1,405,260.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, LLC
    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 44,988 shares
    Change vs previous 13F +1,492 shares

    0.03% of the 13F portfolio, value $1,627,657.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, LLC
    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 43,496 shares
    Change vs previous 13F +1,087 shares

    0.03% of the 13F portfolio, value $1,438,402.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, LLC
    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 42,409 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $1,197,207.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    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 42,574 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $974,959.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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