Global Retirement Partners, LLC: UGI position timeline

Global Retirement Partners, LLC held 9,211 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,211 shares

   Change vs previous 13F -4,007 shares

   <0.01% of the 13F portfolio, value $318,133.

   13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 13,218 shares

   Change vs previous 13F +5,422 shares

   0.01% of the 13F portfolio, value $494,733.

   13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 7,796 shares

   Change vs previous 13F +3,206 shares

   0.01% of the 13F portfolio, value $259,280.

   13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 4,590 shares

   Change vs previous 13F +266 shares

   <0.01% of the 13F portfolio, value $167,152.

   13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 4,324 shares

   Change vs previous 13F -161 shares

   <0.01% of the 13F portfolio, value $122,054.

   13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 4,485 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $112,204.

   13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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