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Disclosery

V2 Financial group LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of V2 Financial group LLC on UGI, newest first. How the timeline and the estimate are built.

V2 Financial group LLC held 11,162 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,162 shares
    Change vs previous 13F -90 shares

    0.14% of the 13F portfolio, value $385,523.

    13F-HR 0002022843-26-000003 filed by V2 Financial group 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 11,252 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $409,788.

    13F-HR 0002022843-26-000002 filed by V2 Financial group 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 11,242 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $420,801.

    13F-HR 0002022843-26-000001 filed by V2 Financial group 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 11,282 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $375,238.

    13F-HR 0002022843-25-000009 filed by V2 Financial group 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 11,322 shares
    Change vs previous 13F -2,390 shares

    0.25% of the 13F portfolio, value $412,355.

    13F-HR 0002022843-25-000007 filed by V2 Financial group 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 13,712 shares
    Change vs previous 13F -1,788 shares

    0.29% of the 13F portfolio, value $453,457.

    13F-HR 0002022843-25-000003 filed by V2 Financial group 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 15,500 shares
    Change vs previous 13F +1,534 shares

    0.27% of the 13F portfolio, value $437,570.

    13F-HR 0002022843-25-000001 filed by V2 Financial group 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 13,966 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $349,433.

    13F-HR 0002022843-24-000029 filed by V2 Financial group LLC
    Filed (acceptance time not in the bulk data set), ingested

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