World Asset Management Inc: UGI position timeline

World Asset Management Inc held 10,460 UGI shares at 2021-09-30 per its 13F-HR filed 2021-11-10.

the latest 13F is the newest step

1. period ended2021-09-30

   13F 10,460 shares

   Change vs previous 13F -205 shares

   0.04% of the 13F portfolio, value $446,000.

   13F-HR 0001389215-21-000006 filed by World Asset Management Inc
   Filed 2021-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

2. period ended2021-06-30

   13F 10,665 shares

   Change vs previous 13F -539 shares

   0.05% of the 13F portfolio, value $494,000.

   13F-HR 0001389215-21-000005 filed by World Asset Management Inc
   Filed 2021-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

3. period ended2021-03-31

   13F 11,204 shares

   Change vs previous 13F -525 shares

   0.04% of the 13F portfolio, value $490,000.

   13F-HR 0001389215-21-000004 filed by World Asset Management Inc
   Filed 2021-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

4. period ended2020-12-31

   13F 11,729 shares

   Change vs previous 13F -706 shares

   0.04% of the 13F portfolio, value $410,000.

   13F-HR 0001389215-21-000002 filed by World Asset Management Inc
   Filed 2021-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

5. period ended2020-09-30

   13F 12,435 shares

   Change vs previous 13F -26 shares

   0.04% of the 13F portfolio, value $410,000.

   13F-HR 0001389215-20-000004 filed by World Asset Management Inc
   Filed 2020-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

6. period ended2020-06-30

   13F 12,461 shares

   Change vs previous 13F +502 shares

   0.04% of the 13F portfolio, value $396,000.

   13F-HR 0001389215-20-000003 filed by World Asset Management Inc
   Filed 2020-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

7. period ended2020-03-31

   13F 11,959 shares

   Change vs previous 13F +179 shares

   0.03% of the 13F portfolio, value $319,000.

   13F-HR 0001389215-20-000002 filed by World Asset Management Inc
   Filed 2020-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

8. period ended2019-12-31

   13F 11,780 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $532,000.

   13F-HR 0001389215-20-000001 filed by World Asset Management Inc
   Filed 2020-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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