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Financial Management Professionals, Inc.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Management Professionals, Inc. on UGI, newest first. How the timeline and the estimate are built.

Financial Management Professionals, Inc. held 320 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $11,178.

    13F-HR 0001568132-26-000005 filed by Financial Management Professionals, Inc.
    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 317 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $11,664.

    13F-HR 0001568132-26-000003 filed by Financial Management Professionals, Inc.
    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 314 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,871.

    13F-HR 0001568132-26-000002 filed by Financial Management Professionals, Inc.
    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 314 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $10,449.

    13F-HR 0001568132-25-000007 filed by Financial Management Professionals, Inc.
    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 14 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $515.

    13F-HR 0001568132-25-000004 filed by Financial Management Professionals, Inc.
    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 14 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $463.

    13F-HR 0001568132-25-000003 filed by Financial Management Professionals, Inc.
    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 14 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $395.

    13F-HR 0001568132-25-000001 filed by Financial Management Professionals, Inc.
    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 14 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    13F-HR 0001568132-24-000006 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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