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Disclosery

LPL Financial LLC: UGI position timeline

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

LPL Financial LLC held 473,203 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 473,203 shares
    Change vs previous 13F +29,431 shares

    <0.01% of the 13F portfolio, value $16,344,430.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 443,772 shares
    Change vs previous 13F +23,983 shares

    <0.01% of the 13F portfolio, value $16,162,161.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 419,789 shares
    Change vs previous 13F +16,730 shares

    <0.01% of the 13F portfolio, value $15,712,713.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 403,059 shares
    Change vs previous 13F +16,420 shares

    <0.01% of the 13F portfolio, value $13,405,750.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 386,639 shares
    Change vs previous 13F -4,152 shares

    <0.01% of the 13F portfolio, value $14,081,375.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 390,791 shares
    Change vs previous 13F -8,029 shares

    0.01% of the 13F portfolio, value $12,923,464.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 398,820 shares
    Change vs previous 13F +87,739 shares

    <0.01% of the 13F portfolio, value $11,258,694.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 311,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,783,252.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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