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Applied Finance Capital Management, LLC: UGI position timeline

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

Applied Finance Capital Management, LLC held 42,849 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,849 shares
    Change vs previous 13F +5,343 shares

    0.11% of the 13F portfolio, value $1,480,004.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, 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 37,506 shares
    Change vs previous 13F -1,111 shares

    0.1% of the 13F portfolio, value $1,365,969.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, 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 38,617 shares
    Change vs previous 13F +8,343 shares

    0.1% of the 13F portfolio, value $1,445,434.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, 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 30,274 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $1,006,913.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, 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 30,424 shares
    Change vs previous 13F -5,935 shares

    0.08% of the 13F portfolio, value $1,108,042.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, 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 36,359 shares
    Change vs previous 13F -4,201 shares

    0.09% of the 13F portfolio, value $1,202,392.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, 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 40,560 shares
    Change vs previous 13F +3,459 shares

    0.05% of the 13F portfolio, value $1,145,009.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, 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 37,101 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $928,267.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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