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Disclosery

Lauer Wealth, LLC: UGI position timeline

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

Lauer Wealth, LLC held 0 UGI shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,333 shares

    13F-HR 0001754960-25-000682 filed by Lauer Wealth, 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 ended2025-06-30
    13F 6,333 shares
    Change vs previous 13F -703 shares

    0.19% of the 13F portfolio, value $222,542.

    13F-HR 0001754960-25-000580 filed by Lauer Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,036 shares
    Change vs previous 13F -104 shares

    0.18% of the 13F portfolio, value $230,429.

    13F-HR 0001754960-25-000266 filed by Lauer Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,140 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $201,562.

    13F-HR 0001754960-25-000028 filed by Lauer Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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