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Linden Thomas Advisory Services, LLC: UGI position timeline

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

Linden Thomas Advisory Services, LLC held 6,569 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,569 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $226,893.

    13F-HR 0001965702-26-000008 filed by Linden Thomas Advisory Services, 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 6,421 shares
    Change vs previous 13F -167 shares

    0.02% of the 13F portfolio, value $233,853.

    13F-HR 0001965702-26-000006 filed by Linden Thomas Advisory Services, 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 6,588 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $246,589.

    13F-HR 0001965702-26-000002 filed by Linden Thomas Advisory Services, 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 6,672 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $221,911.

    13F-HR 0001965702-25-000009 filed by Linden Thomas Advisory Services, 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 6,736 shares
    Change vs previous 13F -2,172 shares

    0.03% of the 13F portfolio, value $245,325.

    13F-HR 0001085146-25-004378 filed by Linden Thomas Advisory Services, 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 8,908 shares
    Change vs previous 13F +422 shares

    0.04% of the 13F portfolio, value $294,588.

    13F-HR 0001085146-25-002486 filed by Linden Thomas Advisory Services, 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 8,486 shares
    Change vs previous 13F -391 shares

    0.03% of the 13F portfolio, value $239,560.

    13F-HR 0001085146-25-000376 filed by Linden Thomas Advisory Services, 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 8,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,103.

    13F-HR 0001085146-24-004979 filed by Linden Thomas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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