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Loudon Investment Management, LLC: UGI position timeline

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

Loudon Investment Management, LLC held 26,145 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,145 shares
    Change vs previous 13F -3,140 shares

    0.44% of the 13F portfolio, value $903,048.

    13F-HR 0001597089-26-000008 filed by Loudon Investment 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 29,285 shares
    Change vs previous 13F -6,300 shares

    0.57% of the 13F portfolio, value $1,066,560.

    13F-HR 0001597089-26-000006 filed by Loudon Investment 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 35,585 shares
    Change vs previous 13F -11,350 shares

    0.7% of the 13F portfolio, value $1,331,947.

    13F-HR 0001597089-26-000004 filed by Loudon Investment 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 46,935 shares
    Change vs previous 13F -6,170 shares

    0.82% of the 13F portfolio, value $1,561,058.

    13F-HR 0001597089-25-000014 filed by Loudon Investment 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 53,105 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,934,084.

    13F-HR 0001597089-25-000009 filed by Loudon Investment 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 53,105 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,756,182.

    13F-HR 0001597089-25-000004 filed by Loudon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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