HARRELL INVESTMENT PARTNERS, LLC: UGI position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 15,415 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 15,415 shares
Change vs previous 13F +2,802 shares
0.12% of the 13F portfolio, value $532,426.
13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT PARTNERS, LLC
Filed 2026-07-09 (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).
period ended2026-03-31
13F 12,613 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $459,365.
13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT PARTNERS, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).