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Wilmington Savings Fund Society, FSB: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on UGI, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 3,050 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,050 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $105,347.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 3,050 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $111,081.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 3,050 shares
    Change vs previous 13F -1,521 shares

    <0.01% of the 13F portfolio, value $114,162.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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/A 4,571 shares
    Change vs previous 13F -2,583 shares

    <0.01% of the 13F portfolio, value $152,031.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 7,154 shares
    Change vs previous 13F -1,084 shares

    <0.01% of the 13F portfolio, value $260,549.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 8,238 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $272,431.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 10,738 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $303,134.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    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 11,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,223.

    13F-HR 0000900974-24-000010 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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