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Horizon Investment Services, LLC: UGI position timeline

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

Horizon Investment Services, LLC held 0 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -12,958 shares

    13F-HR 0001426940-26-000011 filed by Horizon Investment Services, LLC
    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 ended2026-03-31
    13F 12,958 shares
    Change vs previous 13F -1,189 shares

    0.16% of the 13F portfolio, value $471,948.

    13F-HR 0001426940-26-000004 filed by Horizon Investment Services, 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 14,147 shares
    Change vs previous 13F +401 shares

    0.19% of the 13F portfolio, value $529,537.

    13F-HR 0001426940-26-000002 filed by Horizon Investment Services, 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 13,746 shares
    Change vs previous 13F +5,473 shares

    0.17% of the 13F portfolio, value $457,193.

    13F-HR 0001426940-25-000004 filed by Horizon Investment Services, 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 8,273 shares
    Change vs previous 13F +223 shares

    0.13% of the 13F portfolio, value $301,312.

    13F-HR 0001085146-25-004575 filed by Horizon Investment Services, 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 8,050 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $266,214.

    13F-HR 0001085146-25-002606 filed by Horizon Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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