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Disclosery

Parkside Financial Bank & Trust: UGI position timeline

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

Parkside Financial Bank & Trust held 724 UGI shares at 2026-06-30 per its 13F-HR filed 2026-09-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 724 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $25,007.

    13F-HR 0001398344-26-016613 filed by Parkside Financial Bank & Trust
    Accepted , ingested

  2. period ended2026-03-31
    13F 402 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $14,641.

    13F-HR 0001398344-26-009088 filed by Parkside Financial Bank & Trust
    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 355 shares
    Change vs previous 13F +142 shares

    <0.01% of the 13F portfolio, value $13,288.

    13F-HR 0001398344-26-003149 filed by Parkside Financial Bank & Trust
    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 213 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $7,085.

    13F-HR 0001455267-25-000009 filed by Parkside Financial Bank & Trust
    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 216 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $7,868.

    13F-HR 0001398344-25-014655 filed by Parkside Financial Bank & Trust
    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 213 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,045.

    13F-HR 0001398344-25-008964 filed by Parkside Financial Bank & Trust
    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 213 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $6,014.

    13F-HR 0001398344-25-001964 filed by Parkside Financial Bank & Trust
    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 182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,555.

    13F-HR 0001398344-24-020179 filed by Parkside Financial Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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