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Disclosery

BENJAMIN EDWARDS INC: UGI position timeline

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

BENJAMIN EDWARDS INC held 10,238 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,238 shares
    Change vs previous 13F +2,462 shares

    <0.01% of the 13F portfolio, value $353,595.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS INC
    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 7,776 shares
    Change vs previous 13F +1,430 shares

    <0.01% of the 13F portfolio, value $283,182.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS INC
    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 6,346 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,509.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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