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Disclosery

BCM ADVISORS, LLC: UGI position timeline

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

BCM ADVISORS, LLC held 32,225 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 32,225 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,202,959.

    13F-HR 0001373017-26-000007 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,124,653.

    13F-HR 0001373017-26-000005 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,251,941.

    13F-HR 0001373017-26-000001 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,082,438.

    13F-HR 0001373017-25-000011 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,151,077.

    13F-HR 0001373017-25-000008 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,077,926.

    13F-HR 0001373017-25-000005 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,011,221.

    13F-HR 0001373017-25-000002 filed by BCM ADVISORS, 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 32,225 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $752,454.

    13F-HR 0001373017-24-000009 filed by BCM ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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