Salvus Wealth Management, LLC: UGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Salvus Wealth Management, LLC on UGI, newest first. How the timeline and the estimate are built.
Salvus Wealth Management, LLC held 0 UGI shares at 2026-03-31 per its 13F-HR filed 2026-04-10.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -6,410 shares
13F-HR 0001809236-26-000003 filed by Salvus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 6,410 sharesChange vs previous 13F +350 shares
0.13% of the 13F portfolio, value $239,926.
13F-HR 0001809236-26-000001 filed by Salvus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,060 sharesChange vs previous 13F +40 shares
0.11% of the 13F portfolio, value $201,556.
13F-HR 0001085146-25-005932 filed by Salvus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,020 sharesChange vs previous 13F -40 shares
0.13% of the 13F portfolio, value $219,248.
13F-HR 0001085146-25-003795 filed by Salvus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,060 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $200,404.
13F-HR 0001085146-25-002015 filed by Salvus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).