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Huntleigh Advisors, Inc.: UGI position timeline

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

Huntleigh Advisors, Inc. held 38,543 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,543 shares
    Change vs previous 13F +66 shares

    0.19% of the 13F portfolio, value $1,331,249.

    13F-HR 0001367653-26-000003 filed by Huntleigh Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 38,477 shares
    Change vs previous 13F +1,941 shares

    0.24% of the 13F portfolio, value $1,401,327.

    13F-HR 0001367653-26-000002 filed by Huntleigh Advisors, Inc.
    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 36,536 shares
    Change vs previous 13F +210 shares

    0.23% of the 13F portfolio, value $1,367,526.

    13F-HR 0001367653-26-000001 filed by Huntleigh Advisors, Inc.
    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 36,326 shares
    Change vs previous 13F +315 shares

    0.21% of the 13F portfolio, value $1,208,204.

    13F-HR 0001367653-25-000015 filed by Huntleigh Advisors, Inc.
    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 36,011 shares
    Change vs previous 13F +1,394 shares

    0.25% of the 13F portfolio, value $1,311,511.

    13F-HR 0001367653-25-000008 filed by Huntleigh Advisors, Inc.
    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/A 34,617 shares
    Change vs previous 13F +25,163 shares

    0.27% of the 13F portfolio, value $1,144,761.

    13F-HR/A 0001367653-25-000006 filed by Huntleigh Advisors, Inc.
    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 9,454 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $266,877.

    13F-HR 0001367653-25-000005 filed by Huntleigh Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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