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Red Door Wealth Management, LLC: UGI position timeline

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

Red Door Wealth Management, LLC held 6,966 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,966 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $240,606.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, 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 6,966 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $253,702.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, 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 6,966 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $260,737.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, 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 6,966 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $231,689.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, 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 6,966 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $253,702.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, 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 6,966 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $230,366.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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