Skip to content
Disclosery

ALGERT GLOBAL LLC: UGI position timeline

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

ALGERT GLOBAL LLC held 148,230 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,230 shares
    Change vs previous 13F +50,340 shares

    0.06% of the 13F portfolio, value $5,119,864.

    13F-HR 0001275218-26-000017 filed by ALGERT GLOBAL 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/A 97,890 shares
    Change vs previous 13F +26,300 shares

    0.05% of the 13F portfolio, value $3,565,154.

    13F-HR/A 0001275218-26-000016 filed by ALGERT GLOBAL LLC
    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/A 71,590 shares
    Change vs previous 13F -55,310 shares

    0.04% of the 13F portfolio, value $2,679,614.

    13F-HR/A 0001275218-26-000015 filed by ALGERT GLOBAL 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/A 126,900 shares
    Change vs previous 13F +69,110 shares

    0.07% of the 13F portfolio, value $4,220,694.

    13F-HR/A 0001275218-26-000014 filed by ALGERT GLOBAL 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/A 57,790 shares
    Change vs previous 13F +57,790 shares

    0.04% of the 13F portfolio, value $2,104,712.

    13F-HR/A 0001275218-26-000013 filed by ALGERT GLOBAL 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/A 0 shares
    Change vs previous 13F -13,726 shares

    13F-HR/A 0001275218-26-000012 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 13,726 shares
    Change vs previous 13F -466,159 shares

    0.01% of the 13F portfolio, value $387,485.

    13F-HR/A 0001275218-26-000011 filed by ALGERT GLOBAL 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/A 479,885 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,006,723.

    13F-HR/A 0001275218-26-000010 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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