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Disclosery

CWM, LLC: UGI position timeline

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

CWM, LLC held 19,725 UGI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 19,725 shares
    Change vs previous 13F +282 shares

    <0.01% of the 13F portfolio, value $718,375.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 19,443 shares
    Change vs previous 13F +1,371 shares

    <0.01% of the 13F portfolio, value $728,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 18,072 shares
    Change vs previous 13F +3,717 shares

    <0.01% of the 13F portfolio, value $601,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,355 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $523,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,234 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $471,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,958 shares
    Change vs previous 13F +7,762 shares

    <0.01% of the 13F portfolio, value $394,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,196 shares
    Change vs previous 13F -1,419 shares

    <0.01% of the 13F portfolio, value $155,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 7,615 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $174,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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