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Disclosery

Good Life Advisors, LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Good Life Advisors, LLC on UGI, newest first. How the timeline and the estimate are built.

Good Life Advisors, LLC held 7,295 UGI shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,295 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $265,685.

    13F-HR 0001085146-25-004710 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,345 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $242,901.

    13F-HR 0001085146-25-002145 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,145 shares
    Change vs previous 13F +7,145 shares

    0.01% of the 13F portfolio, value $201,704.

    13F-HR 0001085146-25-000666 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -8,430 shares

    13F-HR 0001085146-24-003080 filed by Good Life Advisors, LLC
    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.

  5. period ended2024-03-31
    13F 8,430 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $206,874.

    13F-HR 0001085146-24-002191 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 8,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,908.

    13F-HR 0001085146-24-000279 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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