WADE G W & INC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADE G W & INC on UGI, newest first. How the timeline and the estimate are built.

WADE G W & INC held 0 UGI shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

period ended2023-06-30
13F 0 shares
Change vs previous 13F -10,441 shares
13F-HR 0001580642-23-004170 filed by WADE G W & INC
Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-03-31
13F 10,441 shares
Change vs previous 13F +2,419 shares
0.01% of the 13F portfolio, value $363,000.
13F-HR 0001580642-23-002645 filed by WADE G W & INC
Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 8,022 shares
Change vs previous 13F -1,344 shares
0.01% of the 13F portfolio, value $297,000.
13F-HR 0001580642-23-000803 filed by WADE G W & INC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 9,366 shares
Change vs previous 13F +549 shares
0.01% of the 13F portfolio, value $303,000.
13F-HR 0001580642-22-005737 filed by WADE G W & INC
Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 8,817 shares
Change vs previous 13F -1,265 shares
0.02% of the 13F portfolio, value $340,000.
13F-HR 0001580642-22-003989 filed by WADE G W & INC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 10,082 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $365,000.
13F-HR 0001580642-22-002717 filed by WADE G W & INC
Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).