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Blue Trust, Inc.: UGI position timeline

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

Blue Trust, Inc. held 3,254 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,254 shares
    Change vs previous 13F +373 shares

    <0.01% of the 13F portfolio, value $112,396.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 2,881 shares
    Change vs previous 13F -2,003 shares

    <0.01% of the 13F portfolio, value $104,926.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 4,884 shares
    Change vs previous 13F -211 shares

    <0.01% of the 13F portfolio, value $182,816.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,095 shares
    Change vs previous 13F +885 shares

    <0.01% of the 13F portfolio, value $169,467.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,210 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $153,328.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 4,049 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $133,911.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 3,412 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $96,313.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 3,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $75,824.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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