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Disclosery

SYM FINANCIAL Corp: UGI position timeline

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

SYM FINANCIAL Corp held 9,520 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,520 shares
    Change vs previous 13F +2,504 shares

    0.03% of the 13F portfolio, value $328,821.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    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 7,016 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $255,523.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    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 7,040 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $263,507.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    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 7,057 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $234,716.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 7,093 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $258,327.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    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 7,065 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $233,640.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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