Skip to content
Disclosery

Invst, LLC: UGI position timeline

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

Invst, LLC held 0 UGI shares at 2025-03-31 per its 13F-HR filed 2025-06-03.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -27,944 shares

    13F-HR 0001867587-25-000003 filed by Invst, 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.

  2. period ended2024-12-31
    13F 27,944 shares
    Change vs previous 13F +474 shares

    0.1% of the 13F portfolio, value $788,866.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 27,470 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $687,287.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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