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Disclosery

Csenge Advisory Group: UGI position timeline

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

Csenge Advisory Group held 29,349 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,349 shares
    Change vs previous 13F +3,271 shares

    0.04% of the 13F portfolio, value $1,013,727.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 26,078 shares
    Change vs previous 13F +1,665 shares

    0.04% of the 13F portfolio, value $949,766.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 24,413 shares
    Change vs previous 13F +3,689 shares

    0.04% of the 13F portfolio, value $913,784.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 20,724 shares
    Change vs previous 13F +912 shares

    0.03% of the 13F portfolio, value $689,282.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 19,812 shares
    Change vs previous 13F -5,492 shares

    0.04% of the 13F portfolio, value $714,403.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 25,304 shares
    Change vs previous 13F -18,723 shares

    0.05% of the 13F portfolio, value $838,811.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 44,027 shares
    Change vs previous 13F +20,865 shares

    0.07% of the 13F portfolio, value $1,242,894.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 23,162 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $569,796.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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