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Bragg Financial Advisors, Inc: UGI position timeline

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

Bragg Financial Advisors, Inc held 1,732,179 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,732,179 shares
    Change vs previous 13F +410,474 shares

    1.6% of the 13F portfolio, value $59,829,463.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    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 1,321,705 shares
    Change vs previous 13F +5,343 shares

    1.52% of the 13F portfolio, value $48,136,497.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    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 1,316,362 shares
    Change vs previous 13F +207,861 shares

    1.6% of the 13F portfolio, value $49,271,430.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,108,501 shares
    Change vs previous 13F +211,632 shares

    1.22% of the 13F portfolio, value $36,868,744.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 896,869 shares
    Change vs previous 13F +6,029 shares

    1.17% of the 13F portfolio, value $32,663,969.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 890,840 shares
    Change vs previous 13F +16,771 shares

    1.21% of the 13F portfolio, value $29,460,079.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    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 874,069 shares
    Change vs previous 13F +150,910 shares

    1% of the 13F portfolio, value $24,674,968.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 723,159 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $18,093,439.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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