ENVESTNET ASSET MANAGEMENT INC: UGI position timeline

ENVESTNET ASSET MANAGEMENT INC held 174,031 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 174,031 shares

   Change vs previous 13F +11,156 shares

   <0.01% of the 13F portfolio, value $6,011,042.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 143,803 shares
   • Envestnet Portfolio Solutions, Inc.: 30,228 shares
2. period ended2026-03-31

   13F 162,875 shares

   Change vs previous 13F +39,639 shares

   <0.01% of the 13F portfolio, value $5,931,911.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 132,771 shares
   • Envestnet Portfolio Solutions, Inc.: 30,104 shares

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

3. period ended2025-12-31

   13F 123,236 shares

   Change vs previous 13F -45,369 shares

   <0.01% of the 13F portfolio, value $4,612,730.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 91,668 shares
   • Envestnet Portfolio Solutions, Inc.: 31,568 shares

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

4. period ended2025-09-30

   13F 168,605 shares

   Change vs previous 13F -7,477 shares

   <0.01% of the 13F portfolio, value $5,607,801.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 137,970 shares
   • Envestnet Portfolio Solutions, Inc.: 30,635 shares

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

5. period ended2025-06-30

   13F 176,082 shares

   Change vs previous 13F +12,656 shares

   <0.01% of the 13F portfolio, value $6,412,916.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 127,887 shares
   • Envestnet Portfolio Solutions, Inc.: 48,195 shares

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

6. period ended2025-03-31

   13F 163,426 shares

   Change vs previous 13F +68,237 shares

   <0.01% of the 13F portfolio, value $5,404,494.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 139,604 shares
   • Envestnet Portfolio Solutions, Inc.: 23,822 shares

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

7. period ended2024-12-31

   13F 95,189 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,687,194.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 80,633 shares
   • Envestnet Portfolio Solutions, Inc.: 14,556 shares

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