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RAYMOND JAMES FINANCIAL INC: UGI position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,017,500 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 1,017,500 shares
    Change vs previous 13F +218,267 shares

    0.01% of the 13F portfolio, value $35,144,446.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 799,233 shares
    Change vs previous 13F +418,585 shares

    0.01% of the 13F portfolio, value $29,108,059.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    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 380,648 shares
    Change vs previous 13F +69,477 shares

    <0.01% of the 13F portfolio, value $14,247,656.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    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 311,171 shares
    Change vs previous 13F -11,797 shares

    <0.01% of the 13F portfolio, value $10,349,547.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    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 322,968 shares
    Change vs previous 13F +38,041 shares

    <0.01% of the 13F portfolio, value $11,762,505.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    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 284,927 shares
    Change vs previous 13F +43,342 shares

    <0.01% of the 13F portfolio, value $9,422,542.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    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 241,585 shares
    Change vs previous 13F +200,063 shares

    <0.01% of the 13F portfolio, value $6,819,930.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    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 41,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,038,879.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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