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Private Advisor Group, LLC: UGI position timeline

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

Private Advisor Group, LLC held 13,498 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,498 shares
    Change vs previous 13F +1,350 shares

    <0.01% of the 13F portfolio, value $466,211.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 12,148 shares
    Change vs previous 13F -7,797 shares

    <0.01% of the 13F portfolio, value $442,414.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 19,945 shares
    Change vs previous 13F +6,679 shares

    <0.01% of the 13F portfolio, value $746,568.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 13,266 shares
    Change vs previous 13F -4,857 shares

    <0.01% of the 13F portfolio, value $441,227.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 18,123 shares
    Change vs previous 13F +8,792 shares

    <0.01% of the 13F portfolio, value $660,032.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 9,331 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $308,582.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 9,578 shares
    Change vs previous 13F -2,439 shares

    <0.01% of the 13F portfolio, value $270,397.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 12,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,642.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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