Skip to content
Disclosery

VISTA INVESTMENT PARTNERS LLC: UGI position timeline

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

VISTA INVESTMENT PARTNERS LLC held 18,564 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,564 shares
    Change vs previous 13F +18,564 shares

    0.17% of the 13F portfolio, value $662,178.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,417 shares

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 9,417 shares
    Change vs previous 13F -531 shares

    0.09% of the 13F portfolio, value $313,209.

    13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,948 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $362,306.

    13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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