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Cyndeo Wealth Partners, LLC: UGI position timeline

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

Cyndeo Wealth Partners, LLC held 258,181 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,181 shares
    Change vs previous 13F +7,409 shares

    0.42% of the 13F portfolio, value $8,917,557.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 250,772 shares
    Change vs previous 13F -11,770 shares

    0.48% of the 13F portfolio, value $9,133,115.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 262,542 shares
    Change vs previous 13F +9,037 shares

    0.53% of the 13F portfolio, value $9,826,932.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 253,505 shares
    Change vs previous 13F +10,409 shares

    0.47% of the 13F portfolio, value $8,431,577.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 243,096 shares
    Change vs previous 13F +3,695 shares

    0.52% of the 13F portfolio, value $8,853,543.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 239,401 shares
    Change vs previous 13F -16,564 shares

    0.52% of the 13F portfolio, value $7,917,006.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
    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 255,965 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,225,892.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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