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Jacobi Capital Management LLC: UGI position timeline

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

Jacobi Capital Management LLC held 50,242 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,242 shares
    Change vs previous 13F +713 shares

    0.08% of the 13F portfolio, value $1,735,354.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management 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 49,529 shares
    Change vs previous 13F +381 shares

    0.1% of the 13F portfolio, value $1,803,851.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management 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 49,148 shares
    Change vs previous 13F +335 shares

    0.11% of the 13F portfolio, value $1,839,619.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management 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 48,813 shares
    Change vs previous 13F +457 shares

    0.1% of the 13F portfolio, value $1,623,521.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management 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 48,356 shares
    Change vs previous 13F +778 shares

    0.12% of the 13F portfolio, value $1,761,110.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management 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 47,578 shares
    Change vs previous 13F +2,251 shares

    0.12% of the 13F portfolio, value $1,573,408.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management 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 45,327 shares
    Change vs previous 13F +259 shares

    0.1% of the 13F portfolio, value $1,279,587.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management 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 45,068 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,127,603.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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