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Integrated Wealth Concepts LLC: UGI position timeline

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

Integrated Wealth Concepts LLC held 28,630 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 28,630 shares
    Change vs previous 13F +12,661 shares

    0.01% of the 13F portfolio, value $988,878.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 15,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $581,580.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).