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Arax Advisory Partners: UGI position timeline

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

Arax Advisory Partners held 17,795 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,795 shares
    Change vs previous 13F +13,348 shares

    <0.01% of the 13F portfolio, value $614,648.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 4,447 shares
    Change vs previous 13F -4,573 shares

    <0.01% of the 13F portfolio, value $161,960.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 9,020 shares
    Change vs previous 13F +5,339 shares

    0.01% of the 13F portfolio, value $337,620.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 3,681 shares
    Change vs previous 13F +1,080 shares

    <0.01% of the 13F portfolio, value $122,430.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 2,601 shares
    Change vs previous 13F +991 shares

    <0.01% of the 13F portfolio, value $94,729.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 1,610 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $53,243.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 1,836 shares
    Change vs previous 13F +1,040 shares

    <0.01% of the 13F portfolio, value $51,831.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 796 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,916.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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