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Disclosery

First National Trust Co: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First National Trust Co on UGI, newest first. How the timeline and the estimate are built.

First National Trust Co held 0 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -60,341 shares

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 60,341 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,197,618.

    13F-HR 0001193125-26-210882 filed by First National 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 ended2025-12-31
    13F 60,341 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,258,563.

    13F-HR 0001193125-26-042071 filed by First National 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 ended2025-09-30
    13F 60,341 shares
    Change vs previous 13F +13,870 shares

    0.07% of the 13F portfolio, value $2,006,941.

    13F-HR 0001193125-25-268273 filed by First National 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 ended2025-06-30
    13F 46,471 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,692,473.

    13F-HR 0000950123-25-006904 filed by First National 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 ended2025-03-31
    13F 46,471 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,536,795.

    13F-HR 0000950123-25-004260 filed by First National 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 ended2024-12-31
    13F 46,471 shares
    Change vs previous 13F +20,400 shares

    0.05% of the 13F portfolio, value $1,311,876.

    13F-HR 0000950123-25-001359 filed by First National 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 ended2024-09-30
    13F 26,071 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $652,295.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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