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EASTERLY INVESTMENT PARTNERS LLC: UGI position timeline

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

EASTERLY INVESTMENT PARTNERS LLC held 71,503 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,503 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,469,714.

    13F-HR 0001214659-26-008851 filed by EASTERLY INVESTMENT PARTNERS 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 71,503 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,622,621.

    13F-HR 0001214659-26-005875 filed by EASTERLY INVESTMENT PARTNERS 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 71,503 shares
    Change vs previous 13F +17,775 shares

    0.16% of the 13F portfolio, value $2,676,357.

    13F-HR 0001214659-26-001393 filed by EASTERLY INVESTMENT PARTNERS 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 53,728 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,786,993.

    13F-HR 0001214659-25-016273 filed by EASTERLY INVESTMENT PARTNERS 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 53,728 shares
    Change vs previous 13F -26,010 shares

    0.14% of the 13F portfolio, value $1,956,774.

    13F-HR 0001214659-25-011001 filed by EASTERLY INVESTMENT PARTNERS 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 79,738 shares
    Change vs previous 13F +9,400 shares

    0.22% of the 13F portfolio, value $2,636,936.

    13F-HR 0001214659-25-006854 filed by EASTERLY INVESTMENT PARTNERS 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 70,338 shares
    Change vs previous 13F +11,100 shares

    0.16% of the 13F portfolio, value $1,985,642.

    13F-HR 0001214659-25-002436 filed by EASTERLY INVESTMENT PARTNERS LLC
    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 59,238 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,482,135.

    13F-HR 0001214659-24-018238 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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