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Disclosery

RHS Financial, LLC: UGI position timeline

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

RHS Financial, LLC held 0 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -8,722 shares

    13F-HR 0001766514-26-000005 filed by RHS Financial, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 8,722 shares
    Change vs previous 13F -2,701 shares

    0.12% of the 13F portfolio, value $301,258.

    13F-HR 0001766514-26-000004 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,423 shares
    Change vs previous 13F -406 shares

    0.2% of the 13F portfolio, value $416,026.

    13F-HR 0001766514-26-000002 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,829 shares
    Change vs previous 13F +515 shares

    0.22% of the 13F portfolio, value $442,759.

    13F-HR 0001766514-26-000001 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,314 shares
    Change vs previous 13F +3,110 shares

    0.2% of the 13F portfolio, value $376,304.

    13F-HR 0001766514-25-000002 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,204 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $298,790.

    13F-HR 0001085146-25-004165 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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