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Disclosery

D.A. DAVIDSON & CO.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on UGI, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 10,022 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,022 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $346,161.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 10,038 shares
    Change vs previous 13F -44,444 shares

    <0.01% of the 13F portfolio, value $365,587.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 54,482 shares
    Change vs previous 13F +5,601 shares

    0.01% of the 13F portfolio, value $2,039,287.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 48,881 shares
    Change vs previous 13F +3,300 shares

    0.01% of the 13F portfolio, value $1,625,801.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 45,581 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $1,660,079.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 45,551 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,506,372.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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