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Focus Partners Wealth: UGI position timeline

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

Focus Partners Wealth held 76,953 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,953 shares
    Change vs previous 13F +35,991 shares

    <0.01% of the 13F portfolio, value $2,658,499.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 68,267 shares
    • Focus Partners Advisor Solutions, LLC: 8,686 shares

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

  2. period ended2026-03-31
    13F 40,962 shares
    Change vs previous 13F +12,973 shares

    <0.01% of the 13F portfolio, value $1,492,400.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 27,989 shares
    Change vs previous 13F +7,957 shares

    <0.01% of the 13F portfolio, value $1,048,254.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 20,032 shares
    Change vs previous 13F -4,728 shares

    <0.01% of the 13F portfolio, value $666,715.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 24,760 shares
    Change vs previous 13F +2,176 shares

    <0.01% of the 13F portfolio, value $901,864.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 22,584 shares
    Change vs previous 13F +5,497 shares

    <0.01% of the 13F portfolio, value $746,943.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 17,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $482,372.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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