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ATLAS CAPITAL ADVISORS INC.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATLAS CAPITAL ADVISORS INC. on UGI, newest first. How the timeline and the estimate are built.

ATLAS CAPITAL ADVISORS INC. held 1,693 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,693 shares
    Change vs previous 13F -11,306 shares

    0.01% of the 13F portfolio, value $58,476.

    13F-HR/A 0001434165-26-000005 filed by ATLAS CAPITAL ADVISORS INC.
    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 12,999 shares
    Change vs previous 13F -617 shares

    0.05% of the 13F portfolio, value $473,423.

    13F-HR 0001434165-26-000003 filed by ATLAS CAPITAL ADVISORS INC.
    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 13,616 shares
    Change vs previous 13F -2,834 shares

    0.06% of the 13F portfolio, value $509,646.

    13F-HR 0001434165-26-000002 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,450 shares
    Change vs previous 13F -721 shares

    0.07% of the 13F portfolio, value $599,109.

    13F-HR 0001434165-25-000009 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,171 shares
    Change vs previous 13F +15,529 shares

    0.07% of the 13F portfolio, value $567,844.

    13F-HR 0001434165-25-000007 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,353.

    13F-HR 0001434165-25-000004 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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