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Keeley-Teton Advisors, LLC: UGI position timeline

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

Keeley-Teton Advisors, LLC held 108,031 UGI shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 108,031 shares
    Change vs previous 13F +1,137 shares

    0.43% of the 13F portfolio, value $3,572,585.

    13F-HR 0001140361-25-018973 filed by Keeley-Teton 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 ended2024-12-31
    13F 106,894 shares
    Change vs previous 13F -4,425 shares

    0.35% of the 13F portfolio, value $3,017,618.

    13F-HR 0001140361-25-004329 filed by Keeley-Teton 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 ended2024-09-30
    13F 111,319 shares
    Change vs previous 13F -97 shares

    0.31% of the 13F portfolio, value $2,785,201.

    13F-HR 0001140361-24-046506 filed by Keeley-Teton 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 ended2024-06-30
    13F 111,416 shares
    Change vs previous 13F +35,124 shares

    0.33% of the 13F portfolio, value $2,551,426.

    13F-HR 0001140361-24-037110 filed by Keeley-Teton 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 ended2024-03-31
    13F 76,292 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,872,206.

    13F-HR 0001140361-24-025975 filed by Keeley-Teton 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 ended2023-12-31
    13F 76,292 shares
    Change vs previous 13F +18,592 shares

    0.24% of the 13F portfolio, value $1,876,783.

    13F-HR 0001140361-24-007499 filed by Keeley-Teton 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 ended2023-09-30
    13F 57,700 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $1,327,100.

    13F-HR 0001140361-23-052135 filed by Keeley-Teton 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 ended2023-06-30
    13F 57,706 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,556,331.

    13F-HR 0001140361-23-038188 filed by Keeley-Teton Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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