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Disclosery

Sanctuary Advisors, LLC: UGI position timeline

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

Sanctuary Advisors, LLC held 268,818 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,818 shares
    Change vs previous 13F -7,448 shares

    0.04% of the 13F portfolio, value $9,284,966.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, 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 276,266 shares
    Change vs previous 13F -4,728 shares

    0.05% of the 13F portfolio, value $10,061,603.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, 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 280,994 shares
    Change vs previous 13F +254 shares

    0.06% of the 13F portfolio, value $10,517,608.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, 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/A 280,740 shares
    Change vs previous 13F -10,193 shares

    0.05% of the 13F portfolio, value $9,337,407.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, 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 290,933 shares
    Change vs previous 13F +11,630 shares

    0.07% of the 13F portfolio, value $10,595,780.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, 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 279,303 shares
    Change vs previous 13F -12,161 shares

    0.06% of the 13F portfolio, value $9,236,561.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 291,464 shares
    Change vs previous 13F +269,588 shares

    0.06% of the 13F portfolio, value $9,032,480.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 21,876 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $623,466.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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