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Disclosery

BURNEY CO/: UGI position timeline

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

BURNEY CO/ held 420,531 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,531 shares
    Change vs previous 13F -45,830 shares

    0.39% of the 13F portfolio, value $14,525,129.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    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 466,361 shares
    Change vs previous 13F -105,404 shares

    0.53% of the 13F portfolio, value $16,984,855.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    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 571,765 shares
    Change vs previous 13F -18,186 shares

    0.67% of the 13F portfolio, value $21,401,168.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    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 589,951 shares
    Change vs previous 13F -32,373 shares

    0.62% of the 13F portfolio, value $19,621,766.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    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 622,324 shares
    Change vs previous 13F -5,392 shares

    0.77% of the 13F portfolio, value $22,665,039.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    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 627,716 shares
    Change vs previous 13F -34,295 shares

    0.76% of the 13F portfolio, value $20,758,576.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    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 662,011 shares
    Change vs previous 13F +19,176 shares

    0.66% of the 13F portfolio, value $18,688,574.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    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 642,835 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $16,083,729.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

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