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Disclosery

HEARTLAND ADVISORS INC: UGI position timeline

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

HEARTLAND ADVISORS INC held 0 UGI shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -319,000 shares

    13F-HR 0000892712-26-000226 filed by HEARTLAND ADVISORS INC
    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 ended2025-12-31
    13F 319,000 shares
    Change vs previous 13F +19,000 shares

    0.64% of the 13F portfolio, value $11,940,170.

    13F-HR 0000892712-26-000080 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 300,000 shares
    Change vs previous 13F -50,000 shares

    0.53% of the 13F portfolio, value $9,978,000.

    13F-HR 0000892712-25-000143 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 350,000 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $12,747,000.

    13F-HR 0000892712-25-000090 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 350,000 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $11,574,500.

    13F-HR 0000892712-25-000061 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 350,000 shares
    Change vs previous 13F -114,050 shares

    0.54% of the 13F portfolio, value $9,880,500.

    13F-HR 0000892712-25-000032 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 464,050 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $11,610,531.

    13F-HR 0000892712-24-000127 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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