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Disclosery

ARVEST TRUST CO N A: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARVEST TRUST CO N A on UGI, newest first. How the timeline and the estimate are built.

ARVEST TRUST CO N A held 0 UGI shares at 2023-06-30 per its 13F-HR filed 2023-08-15.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -69,951 shares

    13F-HR 0000893879-23-000005 filed by ARVEST TRUST CO N A
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 69,951 shares
    Change vs previous 13F +15,109 shares

    0.15% of the 13F portfolio, value $2,431,496.

    13F-HR 0000893879-23-000004 filed by ARVEST TRUST CO N A
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 54,842 shares
    Change vs previous 13F +12,989 shares

    0.13% of the 13F portfolio, value $2,032,992.

    13F-HR 0000893879-23-000003 filed by ARVEST TRUST CO N A
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 41,853 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,353,000.

    13F-HR 0000893879-22-000011 filed by ARVEST TRUST CO N A
    Filed (acceptance time not in the bulk data set), ingested

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