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Disclosery

Spire Wealth Management: UGI position timeline

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

Spire Wealth Management held 44 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,520.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 44 shares
    Change vs previous 13F -968 shares

    <0.01% of the 13F portfolio, value $1,602.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 1,012 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $37,883.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 1,959 shares
    Change vs previous 13F +1,510 shares

    <0.01% of the 13F portfolio, value $65,156.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 449 shares
    Change vs previous 13F -1,785 shares

    <0.01% of the 13F portfolio, value $16,353.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 2,234 shares
    Change vs previous 13F +2,179 shares

    <0.01% of the 13F portfolio, value $73,878.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 55 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $1,553.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,001.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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