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MSH Capital Advisors LLC: UGI position timeline

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

MSH Capital Advisors LLC held 56,788 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,788 shares
    Change vs previous 13F +280 shares

    0.34% of the 13F portfolio, value $1,961,458.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 56,508 shares
    Change vs previous 13F +208 shares

    0.44% of the 13F portfolio, value $2,058,021.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 56,300 shares
    Change vs previous 13F +147 shares

    0.45% of the 13F portfolio, value $2,107,309.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors 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 56,153 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,867,649.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors 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 56,153 shares
    Change vs previous 13F +300 shares

    0.59% of the 13F portfolio, value $2,045,092.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors 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 55,853 shares
    Change vs previous 13F +70 shares

    0.57% of the 13F portfolio, value $1,847,059.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors 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 55,783 shares
    Change vs previous 13F +14,161 shares

    0.5% of the 13F portfolio, value $1,574,754.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors 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 41,622 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,041,382.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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