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Disclosery

Corient Private Wealth LP: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on UGI, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 49,142 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 49,142 shares
    Change vs previous 13F +11,158 shares

    <0.01% of the 13F portfolio, value $1,703,289.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 37,984 shares
    Change vs previous 13F +3,812 shares

    <0.01% of the 13F portfolio, value $1,357,559.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 34,172 shares
    Change vs previous 13F -4,278 shares

    <0.01% of the 13F portfolio, value $1,279,110.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 38,450 shares
    Change vs previous 13F -15,369 shares

    <0.01% of the 13F portfolio, value $1,278,856.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 53,819 shares
    Change vs previous 13F +23,786 shares

    <0.01% of the 13F portfolio, value $1,960,581.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 30,033 shares
    Change vs previous 13F +11,027 shares

    <0.01% of the 13F portfolio, value $993,794.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 19,006 shares
    Change vs previous 13F +1,097 shares

    <0.01% of the 13F portfolio, value $536,541.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 17,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,092.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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