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FULLER & THALER ASSET MANAGEMENT, INC.: UGI position timeline

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

FULLER & THALER ASSET MANAGEMENT, INC. held 5,882,917 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,882,917 shares
    Change vs previous 13F +540,545 shares

    0.55% of the 13F portfolio, value $203,195,937.

    13F-HR 0001420506-26-001531 filed by FULLER & THALER ASSET MANAGEMENT, 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 5,342,372 shares
    Change vs previous 13F -203,866 shares

    0.66% of the 13F portfolio, value $194,569,187.

    13F-HR 0001420506-26-000992 filed by FULLER & THALER ASSET MANAGEMENT, 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/A 5,546,238 shares
    Change vs previous 13F -826,209 shares

    0.7% of the 13F portfolio, value $207,595,706.

    13F-HR/A 0001420506-26-000594 filed by FULLER & THALER ASSET MANAGEMENT, 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 6,372,447 shares
    Change vs previous 13F -462,867 shares

    0.72% of the 13F portfolio, value $211,947,576.

    13F-HR 0001420506-25-003195 filed by FULLER & THALER ASSET MANAGEMENT, 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 6,835,314 shares
    Change vs previous 13F +29,361 shares

    0.91% of the 13F portfolio, value $248,942,146.

    13F-HR 0001082327-25-000040 filed by FULLER & THALER ASSET MANAGEMENT, 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 6,805,953 shares
    Change vs previous 13F -294,004 shares

    0.87% of the 13F portfolio, value $225,072,878.

    13F-HR 0001082327-25-000011 filed by FULLER & THALER ASSET MANAGEMENT, 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 7,099,957 shares
    Change vs previous 13F -13,638 shares

    0.76% of the 13F portfolio, value $200,431,795.

    13F-HR 0001082327-25-000003 filed by FULLER & THALER ASSET MANAGEMENT, 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 7,113,595 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $177,982,145.

    13F-HR 0001082327-24-000128 filed by FULLER & THALER ASSET MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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