HM Payson & Co

SEC CIK: 0000928052
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UGI overview All 13F holders of UGI Full Q2 2026 holdings

Shares (Q2 2026): 67
Value: $2.31K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of UGI by HM Payson & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67	$2.31K	<0.1%	−1,326−95.2%	Reduced	Holders
Q1 2026	1,393	$50.7K	<0.1%	+1,326+1,979.1%	Added	Holders
Q4 2025	67	$2.51K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	67	$2.23K	<0.1%	+67	New	Holders