Skip to content
Disclosery

Investment Research Partners LLC: UGI position timeline

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

Investment Research Partners LLC held 12,129 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,129 shares
    Change vs previous 13F +2,622 shares

    0.14% of the 13F portfolio, value $418,936.

    13F-HR 0002069274-26-000003 filed by Investment Research Partners 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 9,507 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $346,245.

    13F-HR 0002069274-26-000002 filed by Investment Research Partners 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 9,626 shares
    Change vs previous 13F -159 shares

    0.15% of the 13F portfolio, value $360,303.

    13F-HR 0002069274-26-000001 filed by Investment Research Partners 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 9,785 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $324,960.

    13F-HR 0002069274-25-000002 filed by Investment Research Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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