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Bill Few Associates, Inc.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bill Few Associates, Inc. on UGI, newest first. How the timeline and the estimate are built.

Bill Few Associates, Inc. held 89,414 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 89,414 shares
    Change vs previous 13F -2,418 shares

    0.66% of the 13F portfolio, value $3,189,415.

    13F-HR 0001085146-26-000856 filed by Bill Few Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,832 shares
    Change vs previous 13F -1,337 shares

    0.68% of the 13F portfolio, value $3,171,869.

    13F-HR 0001914644-26-000003 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 93,169 shares
    Change vs previous 13F +2,037 shares

    0.81% of the 13F portfolio, value $3,393,216.

    13F-HR 0001914644-26-000002 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 91,132 shares
    Change vs previous 13F -2,468 shares

    0.84% of the 13F portfolio, value $3,411,080.

    13F-HR 0001914644-26-000001 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 93,600 shares
    Change vs previous 13F -2,488 shares

    0.8% of the 13F portfolio, value $3,113,130.

    13F-HR 0001914644-25-000003 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 96,088 shares
    Change vs previous 13F -1,399 shares

    0.99% of the 13F portfolio, value $3,499,520.

    13F-HR 0001172661-25-002742 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 97,487 shares
    Change vs previous 13F -2,500 shares

    1.15% of the 13F portfolio, value $3,223,904.

    13F-HR 0001172661-25-001687 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 99,987 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,822,621.

    13F-HR 0001172661-25-000265 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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