CLARK FINANCIAL SERVICES GROUP INC /BD: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLARK FINANCIAL SERVICES GROUP INC /BD on UGI, newest first. How the timeline and the estimate are built.

CLARK FINANCIAL SERVICES GROUP INC /BD held 10,987 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 10,987 shares
Change vs previous 13F +1,595 shares
0.18% of the 13F portfolio, value $379,491.
13F-HR 0001001011-26-000006 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,392 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $342,057.
13F-HR 0001001011-26-000005 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).