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HighTower Advisors, LLC: UGI position timeline

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

HighTower Advisors, LLC held 158,189 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/A 158,189 shares
    Change vs previous 13F -10,388 shares

    0.01% of the 13F portfolio, value $5,463,859.

    13F-HR 0001085146-26-000563 filed by HighTower 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 168,577 shares
    Change vs previous 13F -15,746 shares

    0.01% of the 13F portfolio, value $6,139,617.

    13F-HR 0001085146-26-000383 filed by HighTower 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 184,323 shares
    Change vs previous 13F +10,370 shares

    0.01% of the 13F portfolio, value $6,899,220.

    13F-HR 0001085146-26-000163 filed by HighTower 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 173,953 shares
    Change vs previous 13F +45,252 shares

    0.01% of the 13F portfolio, value $5,785,690.

    13F-HR 0001462245-25-000007 filed by HighTower 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 128,701 shares
    Change vs previous 13F +12,262 shares

    0.01% of the 13F portfolio, value $4,687,291.

    13F-HR 0001085146-25-004769 filed by HighTower 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 116,439 shares
    Change vs previous 13F +4,644 shares

    0.01% of the 13F portfolio, value $3,850,639.

    13F-HR 0001085146-25-002999 filed by HighTower 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 111,795 shares
    Change vs previous 13F +7,895 shares

    <0.01% of the 13F portfolio, value $3,155,962.

    13F-HR 0001085146-25-000911 filed by HighTower Advisors, 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 103,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,601,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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