Skip to content
Disclosery

FOSTER & MOTLEY INC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on UGI, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 184,287 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,287 shares
    Change vs previous 13F +3,889 shares

    0.29% of the 13F portfolio, value $6,365,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 180,398 shares
    Change vs previous 13F +15,211 shares

    0.34% of the 13F portfolio, value $6,570,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 165,187 shares
    Change vs previous 13F +20,179 shares

    0.33% of the 13F portfolio, value $6,183,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY 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 145,008 shares
    Change vs previous 13F +13,892 shares

    0.26% of the 13F portfolio, value $4,823,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 131,116 shares
    Change vs previous 13F +14,978 shares

    0.28% of the 13F portfolio, value $4,775,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY 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 116,138 shares
    Change vs previous 13F +7,302 shares

    0.24% of the 13F portfolio, value $3,841,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY 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 108,836 shares
    Change vs previous 13F +2,370 shares

    0.2% of the 13F portfolio, value $3,072,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY 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 106,466 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,664,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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