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Disclosery

James T. Borello RIA: UGI position timeline

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

James T. Borello RIA held 52 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,855.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 51 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $1,762.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 3 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $109.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 3 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $112.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 4 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $133.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested