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Disclosery

Investors Research Corp: UGI position timeline

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

Investors Research Corp held 26,792 UGI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,792 shares
    Change vs previous 13F -792 shares

    0.17% of the 13F portfolio, value $955,671.

    13F-HR 0001062993-26-005232 filed by Investors Research Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,584 shares
    Change vs previous 13F -291 shares

    0.17% of the 13F portfolio, value $952,751.

    13F-HR 0001062993-26-003593 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,875 shares
    Change vs previous 13F -1,400 shares

    0.19% of the 13F portfolio, value $1,015,208.

    13F-HR 0001062993-26-001833 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,275 shares
    Change vs previous 13F -300 shares

    0.2% of the 13F portfolio, value $1,095,763.

    13F-HR 0001062993-26-000042 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,575 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $983,665.

    13F-HR 0001062993-25-015895 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,575 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,077,122.

    13F-HR 0001062993-25-012597 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,575 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $978,045.

    13F-HR 0001062993-25-007197 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,625 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $836,314.

    13F-HR 0001062993-25-001861 filed by Investors Research Corp
    Filed (acceptance time not in the bulk data set), ingested

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