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Disclosery

Code Waechter LLC: UGI position timeline

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

Code Waechter LLC held 0 UGI shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -23,139 shares

    13F-HR 0002039212-25-000005 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 23,139 shares
    Change vs previous 13F -23,788 shares

    0.63% of the 13F portfolio, value $765,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 46,927 shares
    Change vs previous 13F +181 shares

    1.16% of the 13F portfolio, value $1,324,749.

    13F-HR 0002039212-25-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 46,746 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,170,000.

    13F-HR 0002039212-24-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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