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RESTON WEALTH MANAGEMENT LLC: UGI position timeline

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

RESTON WEALTH MANAGEMENT LLC held 8,070 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 8,070 shares
    Change vs previous 13F -2,441 shares

    0.08% of the 13F portfolio, value $278,730.

    13F-HR 0001705819-26-000044 filed by RESTON 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 10,511 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $382,811.

    13F-HR 0001705819-26-000024 filed by RESTON 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 10,511 shares
    Change vs previous 13F -1,191 shares

    0.12% of the 13F portfolio, value $393,427.

    13F-HR 0001705819-26-000022 filed by RESTON 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 11,702 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $389,224.

    13F-HR 0001767617-25-000006 filed by RESTON 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 11,707 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $426,385.

    13F-HR 0001767617-25-000004 filed by RESTON 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 11,693 shares
    Change vs previous 13F +152 shares

    0.16% of the 13F portfolio, value $386,702.

    13F-HR 0002056071-25-000003 filed by RESTON WEALTH MANAGEMENT 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 11,541 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $325,802.

    13F-HR 0001767617-25-000001 filed by RESTON WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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