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Disclosery

LEUTHOLD GROUP, LLC: UGI position timeline

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

LEUTHOLD GROUP, LLC held 9,336 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 9,336 shares
    Change vs previous 13F +60 shares

    0.03% of the 13F portfolio, value $322,465.

    13F-HR 0000897069-26-001570 filed by LEUTHOLD GROUP, 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 9,276 shares
    Change vs previous 13F -277 shares

    0.04% of the 13F portfolio, value $337,832.

    13F-HR 0000897069-26-001031 filed by LEUTHOLD GROUP, 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 9,553 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $357,569.

    13F-HR 0000897069-26-000228 filed by LEUTHOLD GROUP, 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 9,454 shares
    Change vs previous 13F -95,761 shares

    0.03% of the 13F portfolio, value $314,440.

    13F-HR 0000897069-25-001644 filed by LEUTHOLD GROUP, 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 105,215 shares
    Change vs previous 13F +11,827 shares

    0.46% of the 13F portfolio, value $3,831,930.

    13F-HR 0000897069-25-001316 filed by LEUTHOLD GROUP, 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 93,388 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,088,341.

    13F-HR 0000897069-25-000974 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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