Live Oak Investment Partners: UGI position timeline

Live Oak Investment Partners held 20,870 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,870 shares

   Change vs previous 13F +665 shares

   0.39% of the 13F portfolio, value $720,850.

   13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 20,205 shares

   Change vs previous 13F +2,124 shares

   0.43% of the 13F portfolio, value $735,866.

   13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,081 shares

   Change vs previous 13F +2,893 shares

   0.42% of the 13F portfolio, value $676,772.

   13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 15,188 shares

   Change vs previous 13F +4,634 shares

   0.33% of the 13F portfolio, value $505,153.

   13F-HR/A 0001822262-25-000008 filed by Live Oak Investment Partners
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,554 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $384,377.

   13F-HR 0001822262-25-000003 filed by Live Oak Investment Partners
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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