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Disclosery

Clear Harbor Asset Management, LLC: UGI position timeline

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

Clear Harbor Asset Management, LLC held 22,797 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,797 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $787,408.

    13F-HR 0001172661-26-003347 filed by Clear Harbor Asset Management, 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 22,782 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $829,720.

    13F-HR 0001172661-26-001602 filed by Clear Harbor Asset Management, 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 22,782 shares
    Change vs previous 13F -750 shares

    0.06% of the 13F portfolio, value $852,730.

    13F-HR 0001172661-26-000563 filed by Clear Harbor Asset Management, 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/A 23,532 shares
    Change vs previous 13F -2,760 shares

    0.06% of the 13F portfolio, value $782,674.

    13F-HR/A 0001172661-25-004879 filed by Clear Harbor Asset Management, LLC
    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 26,292 shares
    Change vs previous 13F -1,300 shares

    0.07% of the 13F portfolio, value $957,555.

    13F-HR 0001172661-25-002574 filed by Clear Harbor Asset Management, LLC
    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 27,592 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $912,467.

    13F-HR 0001172661-25-002162 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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