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Versant Capital Management, Inc: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Versant Capital Management, Inc on UGI, newest first. How the timeline and the estimate are built.

Versant Capital Management, Inc held 1,354 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,354 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $48,297.

    13F-HR 0001735057-26-000007 filed by Versant Capital Management, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,268 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $43,797.

    13F-HR 0001735057-26-000003 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 871 shares
    Change vs previous 13F +335 shares

    <0.01% of the 13F portfolio, value $31,722.

    13F-HR 0001735057-26-000002 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 536 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $20,062.

    13F-HR 0001735057-26-000001 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 496 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,497.

    13F-HR 0001735057-25-000007 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 496 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $18,064.

    13F-HR 0001735057-25-000003 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 522 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $17,263.

    13F-HR 0001735057-25-000002 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,353.

    13F-HR 0001735057-25-000001 filed by Versant Capital Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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