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Disclosery

AE Wealth Management LLC: UGI position timeline

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

AE Wealth Management LLC held 15,496 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,496 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $535,223.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 15,951 shares
    Change vs previous 13F +1,369 shares

    <0.01% of the 13F portfolio, value $580,931.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 14,582 shares
    Change vs previous 13F -2,647 shares

    <0.01% of the 13F portfolio, value $545,807.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 17,229 shares
    Change vs previous 13F +1,787 shares

    <0.01% of the 13F portfolio, value $573,035.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 15,442 shares
    Change vs previous 13F +2,012 shares

    <0.01% of the 13F portfolio, value $562,435.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 13,430 shares
    Change vs previous 13F -4,759 shares

    <0.01% of the 13F portfolio, value $444,142.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 18,189 shares
    Change vs previous 13F +4,139 shares

    <0.01% of the 13F portfolio, value $513,559.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 14,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $351,555.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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