Pinnacle Summer Investments, Inc.: UGI position timeline

Pinnacle Summer Investments, Inc. held 0 UGI shares at 2015-03-31 per its 13F-HR filed 2015-05-19.

the latest 13F is the newest step

1. period ended2015-03-31

   13F 0 shares

   Change vs previous 13F -6,705 shares

   13F-HR 0001085146-15-001338 filed by Pinnacle Summer Investments, Inc.
   Filed 2015-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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

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

2. period ended2014-12-31

   13F 6,705 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $248,000.

   13F-HR 0001085146-15-000788 filed by Pinnacle Summer Investments, Inc.
   Filed 2015-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

3. period ended2014-09-30

   13F 6,705 shares

   Change vs previous 13F +2,235 shares

   0.03% of the 13F portfolio, value $229,000.

   13F-HR 0001085146-14-002250 filed by Pinnacle Summer Investments, Inc.
   Filed 2014-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

4. period ended2014-06-30

   13F 4,470 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $222,000.

   13F-HR 0001085146-14-001562 filed by Pinnacle Summer Investments, Inc.
   Filed 2014-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

5. period ended2014-03-31

   13F 4,470 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $209,000.

   13F-HR 0001085146-14-001237 filed by Pinnacle Summer Investments, Inc.
   Filed 2014-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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