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Disclosery

Oak Thistle LLC: UGI position timeline

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

Oak Thistle LLC held 0 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 0 shares
    Change vs previous 13F -79,268 shares

    13F-HR 0001755987-26-000006 filed by Oak Thistle 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 ended2026-03-31
    13F 79,268 shares
    Change vs previous 13F +35,835 shares

    0.28% of the 13F portfolio, value $2,886,940.

    13F-HR 0001755987-26-000004 filed by Oak Thistle 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 43,433 shares
    Change vs previous 13F -42,974 shares

    0.23% of the 13F portfolio, value $1,625,697.

    13F-HR 0001755987-26-000002 filed by Oak Thistle 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 86,407 shares
    Change vs previous 13F +57,393 shares

    0.44% of the 13F portfolio, value $2,873,897.

    13F-HR 0001755987-25-000008 filed by Oak Thistle 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 29,014 shares
    Change vs previous 13F +16,520 shares

    0.16% of the 13F portfolio, value $1,056,690.

    13F-HR 0001755987-25-000006 filed by Oak Thistle 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 12,494 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $413,176.

    13F-HR 0001755987-25-000005 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

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