COMMONWEALTH EQUITY SERVICES, LLC
Holdings in UGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,206,020 | 245,953 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $8,341,042 | 250,783 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $9,662,480 | 265,307 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $8,949,304 | 270,617 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $9,899,555 | 350,675 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $8,032,220 | 321,032 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $7,286,367 | 318,182 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $4,485,519 | 182,784 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $4,575,944 | 186,014 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $4,734,297 | 205,839 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $6,490,303 | 240,649 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $7,220,590 | 207,727 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $6,317,914 | 170,432 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $4,950,046 | 153,110 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $6,060,032 | 156,955 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $5,501,962 | 151,904 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $6,078,162 | 132,393 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $5,772,367 | 135,438 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $5,903,922 | 127,487 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $5,251,166 | 128,046 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $4,164,749 | 119,129 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $3,894,245 | 118,079 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $3,870,378 | 121,710 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $2,594,377 | 97,277 | Shares | Sole | 2020-05-11 |