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FIRST CITIZENS BANK & TRUST CO: UGI position timeline

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

FIRST CITIZENS BANK & TRUST CO held 11,817 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,817 shares
    Change vs previous 13F -17,409 shares

    0.01% of the 13F portfolio, value $421,512.

    13F-HR 0001092203-26-000006 filed by FIRST CITIZENS BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,226 shares
    Change vs previous 13F +133 shares

    0.02% of the 13F portfolio, value $1,009,466.

    13F-HR 0001092203-26-000003 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,093 shares
    Change vs previous 13F -1,336 shares

    0.02% of the 13F portfolio, value $1,059,567.

    13F-HR 0001092203-26-000002 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,429 shares
    Change vs previous 13F +812 shares

    0.02% of the 13F portfolio, value $1,138,957.

    13F-HR 0001092203-26-000001 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,617 shares
    Change vs previous 13F +828 shares

    0.02% of the 13F portfolio, value $985,061.

    13F-HR 0001092203-25-000007 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,789 shares
    Change vs previous 13F +21,086 shares

    0.02% of the 13F portfolio, value $1,048,495.

    13F-HR 0001092203-25-000004 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,703 shares
    Change vs previous 13F -3,950 shares

    0.01% of the 13F portfolio, value $254,738.

    13F-HR 0001092203-25-000003 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $328,963.

    13F-HR 0001092203-25-000002 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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