Skip to content
Disclosery

NewEdge Advisors, LLC: UGI position timeline

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

NewEdge Advisors, LLC held 93,195 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,195 shares
    Change vs previous 13F +769 shares

    0.01% of the 13F portfolio, value $3,218,965.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 92,426 shares
    Change vs previous 13F -1,876 shares

    0.01% of the 13F portfolio, value $3,366,170.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 94,302 shares
    Change vs previous 13F -9,641 shares

    0.01% of the 13F portfolio, value $3,529,714.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 103,943 shares
    Change vs previous 13F -748 shares

    0.02% of the 13F portfolio, value $3,457,133.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 104,691 shares
    Change vs previous 13F -18,372 shares

    0.02% of the 13F portfolio, value $3,812,837.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 123,063 shares
    Change vs previous 13F -6,875 shares

    0.02% of the 13F portfolio, value $4,069,706.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 129,938 shares
    Change vs previous 13F +38,179 shares

    0.02% of the 13F portfolio, value $3,668,158.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 91,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,295,814.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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