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Cambria Investment Management, L.P.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambria Investment Management, L.P. on UGI, newest first. How the timeline and the estimate are built.

Cambria Investment Management, L.P. held 0 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -19,184 shares

    13F-HR 0001172661-26-003505 filed by Cambria Investment Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 19,184 shares
    Change vs previous 13F +1,941 shares

    0.04% of the 13F portfolio, value $698,681.

    13F-HR 0001172661-26-002010 filed by Cambria Investment Management, L.P.
    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 17,243 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $645,405.

    13F-HR 0001172661-26-001017 filed by Cambria Investment Management, L.P.
    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/A 17,215 shares
    Change vs previous 13F -442,315 shares

    0.03% of the 13F portfolio, value $572,571.

    13F-HR/A 0001172661-25-005226 filed by Cambria Investment Management, L.P.
    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 459,530 shares
    Change vs previous 13F -45,936 shares

    1.13% of the 13F portfolio, value $16,736,083.

    13F-HR 0001172661-25-003117 filed by Cambria Investment Management, L.P.
    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 505,466 shares
    Change vs previous 13F -35,869 shares

    1.17% of the 13F portfolio, value $16,715,761.

    13F-HR 0001172661-25-002092 filed by Cambria Investment Management, L.P.
    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 541,335 shares
    Change vs previous 13F +16,398 shares

    0.93% of the 13F portfolio, value $15,281,887.

    13F-HR 0001172661-25-001063 filed by Cambria Investment Management, L.P.
    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 524,937 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $13,133,924.

    13F-HR 0001172661-24-004821 filed by Cambria Investment Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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