Skip to content
Disclosery

LANARK FINANCIAL, INC.: UGI position timeline

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

LANARK FINANCIAL, INC. held 20,092 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,092 shares
    Change vs previous 13F -128 shares

    0.05% of the 13F portfolio, value $693,977.

    13F-HR 0000791540-26-000014 filed by LANARK FINANCIAL, 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 20,220 shares
    Change vs previous 13F +127 shares

    0.06% of the 13F portfolio, value $736,412.

    13F-HR 0000791540-26-000009 filed by LANARK FINANCIAL, 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 20,093 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $752,080.

    13F-HR 0000791540-26-000003 filed by LANARK FINANCIAL, 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 20,088 shares
    Change vs previous 13F -401 shares

    0.05% of the 13F portfolio, value $668,126.

    13F-HR 0000791540-25-000012 filed by LANARK FINANCIAL, 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 20,489 shares
    Change vs previous 13F -151 shares

    0.06% of the 13F portfolio, value $746,000.

    13F-HR 0000791540-25-000003 filed by LANARK FINANCIAL, 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 20,640 shares
    Change vs previous 13F +20,621 shares

    0.06% of the 13F portfolio, value $682,000.

    13F-HR 0000791540-25-000002 filed by LANARK FINANCIAL, 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 19 shares
    Change vs previous 13F -19,385 shares

    0.05% of the 13F portfolio, value $550.

    13F-HR 0000791540-25-000001 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,404 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $485,000.

    13F-HR 0000791540-24-000004 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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