Impact Partnership Wealth, LLC: UGI position timeline

Impact Partnership Wealth, LLC held 0 UGI shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,504 shares

   13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, LLC
   Filed 2025-11-03 (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).

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

2. period ended2025-06-30

   13F 5,504 shares

   Change vs previous 13F -2,489 shares

   0.04% of the 13F portfolio, value $200,454.

   13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
   Filed 2025-08-04 (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).

3. period ended2025-03-31

   13F 7,993 shares

   Change vs previous 13F -2,866 shares

   0.06% of the 13F portfolio, value $264,316.

   13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 10,859 shares

   Change vs previous 13F -13 shares

   0.06% of the 13F portfolio, value $306,540.

   13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
   Filed 2025-01-21 (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).

5. period ended2024-09-30

   13F 10,872 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $272,017.

   13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
   Filed 2024-10-22 (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).