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Disclosery

Cerity Partners LLC: UGI position timeline

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

Cerity Partners LLC held 227,725 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,725 shares
    Change vs previous 13F +88,683 shares

    0.01% of the 13F portfolio, value $7,865,620.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 139,042 shares
    Change vs previous 13F -10,088 shares

    0.01% of the 13F portfolio, value $5,063,918.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    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 149,130 shares
    Change vs previous 13F +12,900 shares

    0.01% of the 13F portfolio, value $5,581,960.

    13F-HR 0001172661-26-000617 filed by Cerity 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 ended2025-09-30
    13F 136,230 shares
    Change vs previous 13F -3,023 shares

    0.01% of the 13F portfolio, value $4,531,032.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 139,253 shares
    Change vs previous 13F -900 shares

    0.01% of the 13F portfolio, value $5,071,597.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 140,153 shares
    Change vs previous 13F +78,682 shares

    0.01% of the 13F portfolio, value $4,634,874.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 61,471 shares
    Change vs previous 13F +7,933 shares

    <0.01% of the 13F portfolio, value $1,687,156.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 53,538 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,339,522.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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