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Cornerstone Select Advisors, LLC: UGI position timeline

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

Cornerstone Select Advisors, LLC held 42,218 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,218 shares
    Change vs previous 13F +2,094 shares

    0.61% of the 13F portfolio, value $1,458,220.

    13F-HR 0001104659-26-091031 filed by Cornerstone Select 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 40,124 shares
    Change vs previous 13F +5,515 shares

    0.91% of the 13F portfolio, value $1,461,309.

    13F-HR 0001104659-26-060022 filed by Cornerstone Select 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 34,609 shares
    Change vs previous 13F +13,090 shares

    0.9% of the 13F portfolio, value $1,295,422.

    13F-HR 0001104659-26-012390 filed by Cornerstone Select 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 21,519 shares
    Change vs previous 13F +5,524 shares

    0.53% of the 13F portfolio, value $715,736.

    13F-HR 0001104659-25-112068 filed by Cornerstone Select 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 15,995 shares
    Change vs previous 13F +893 shares

    0.51% of the 13F portfolio, value $582,524.

    13F-HR 0001104659-25-076738 filed by Cornerstone Select 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 15,102 shares
    Change vs previous 13F +8,013 shares

    0.47% of the 13F portfolio, value $499,424.

    13F-HR 0001104659-25-047903 filed by Cornerstone Select 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 7,089 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $200,122.

    13F-HR 0001104659-25-013755 filed by Cornerstone Select Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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