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Disclosery

CERTUITY, LLC: UGI position timeline

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

CERTUITY, LLC held 4,562 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,562 shares
    Change vs previous 13F +216 shares

    0.01% of the 13F portfolio, value $157,570.

    13F-HR 0001800752-26-000004 filed by CERTUITY, LLC
    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 4,346 shares
    Change vs previous 13F -3,878 shares

    0.01% of the 13F portfolio, value $158,279.

    13F-HR 0001800752-26-000001 filed by CERTUITY, LLC
    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 8,224 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $307,860.

    13F-HR 0001172661-26-000396 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $274,096.

    13F-HR 0001172661-25-004776 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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