SONORA INVESTMENT MANAGEMENT, LLC: UGI position timeline

SONORA INVESTMENT MANAGEMENT, LLC held 7,320 UGI shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

1. period ended2021-09-30

   13F 7,320 shares

   Change vs previous 13F -440 shares

   0.04% of the 13F portfolio, value $312,000.

   13F-HR 0001415889-21-005139 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

2. period ended2021-06-30

   13F 7,760 shares

   Change vs previous 13F -25 shares

   0.05% of the 13F portfolio, value $359,000.

   13F-HR 0001415889-21-004913 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2021-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-03-31

   13F 7,785 shares

   Change vs previous 13F -1,210 shares

   0.03% of the 13F portfolio, value $319,000.

   13F-HR 0001415889-21-002180 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2021-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

4. period ended2020-12-31

   13F 8,995 shares

   Change vs previous 13F -1,240 shares

   0.03% of the 13F portfolio, value $314,000.

   13F-HR 0001415889-21-000315 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2021-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

5. period ended2020-09-30

   13F 10,235 shares

   Change vs previous 13F -335 shares

   0.03% of the 13F portfolio, value $338,000.

   13F-HR 0001415889-20-002491 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2020-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

6. period ended2020-06-30

   13F 10,570 shares

   Change vs previous 13F +360 shares

   0.03% of the 13F portfolio, value $336,000.

   13F-HR 0001415889-20-002091 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2020-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

7. period ended2020-03-31

   13F 10,210 shares

   Change vs previous 13F -54,801 shares

   0.03% of the 13F portfolio, value $272,000.

   13F-HR 0001415889-20-001089 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2020-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

8. period ended2019-12-31

   13F 65,011 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $2,936,000.

   13F-HR 0001415889-20-000112 filed by SONORA INVESTMENT MANAGEMENT, LLC
   Filed 2020-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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