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Disclosery

PFG Investments, LLC: UGI position timeline

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

PFG Investments, LLC held 6,454 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,454 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $222,915.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 6,449 shares
    Change vs previous 13F -2,313 shares

    0.01% of the 13F portfolio, value $234,866.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 8,762 shares
    Change vs previous 13F -1,643 shares

    0.02% of the 13F portfolio, value $327,963.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 10,405 shares
    Change vs previous 13F -2,191 shares

    0.02% of the 13F portfolio, value $346,060.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 12,596 shares
    Change vs previous 13F +960 shares

    0.03% of the 13F portfolio, value $458,741.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 11,636 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $384,789.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 11,630 shares
    Change vs previous 13F -3,060 shares

    0.02% of the 13F portfolio, value $328,301.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 14,690 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $367,539.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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