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Parallel Advisors, LLC: UGI position timeline

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

Parallel Advisors, LLC held 4,948 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,948 shares
    Change vs previous 13F -1,063 shares

    <0.01% of the 13F portfolio, value $170,925.

    13F-HR 0001690010-26-000005 filed by Parallel 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 6,011 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $218,937.

    13F-HR/A 0001690010-26-000004 filed by Parallel 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 4,992 shares
    Change vs previous 13F +724 shares

    <0.01% of the 13F portfolio, value $186,859.

    13F-HR 0001690010-26-000001 filed by Parallel 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 4,268 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $141,983.

    13F-HR 0001690010-25-000009 filed by Parallel 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 4,150 shares
    Change vs previous 13F +219 shares

    <0.01% of the 13F portfolio, value $151,146.

    13F-HR 0001690010-25-000005 filed by Parallel 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 3,931 shares
    Change vs previous 13F +653 shares

    <0.01% of the 13F portfolio, value $129,999.

    13F-HR 0001690010-25-000004 filed by Parallel 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 3,278 shares
    Change vs previous 13F -934 shares

    <0.01% of the 13F portfolio, value $92,552.

    13F-HR 0001690010-25-000002 filed by Parallel 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 4,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,407.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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