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WBI INVESTMENTS, LLC: UGI position timeline

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

WBI INVESTMENTS, LLC held 21,553 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,553 shares
    Change vs previous 13F -127 shares

    0.18% of the 13F portfolio, value $744,441.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    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 21,680 shares
    Change vs previous 13F -4,674 shares

    0.22% of the 13F portfolio, value $789,586.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 21,680 shares
    • MILLINGTON SECURITIES, LLC: 21,680 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 26,354 shares
    Change vs previous 13F +8,411 shares

    0.26% of the 13F portfolio, value $986,430.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,943 shares
    Change vs previous 13F -7,941 shares

    0.15% of the 13F portfolio, value $596,784.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,884 shares
    Change vs previous 13F -55,003 shares

    0.24% of the 13F portfolio, value $942,695.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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 80,887 shares
    Change vs previous 13F +36,140 shares

    0.7% of the 13F portfolio, value $2,674,933.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 44,747 shares
    Change vs previous 13F -31,008 shares

    0.32% of the 13F portfolio, value $1,263,208.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 75,755 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,895,390.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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