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Disclosery

Apella Capital, LLC: UGI position timeline

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

Apella Capital, LLC held 17,478 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,478 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $640,569.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,380 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $613,010.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,222 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $633,412.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,612 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $659,228.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,608 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $566,106.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,425 shares
    Change vs previous 13F +143 shares

    0.02% of the 13F portfolio, value $614,912.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,282 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $540,415.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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