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LSV ASSET MANAGEMENT: UGI position timeline

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

LSV ASSET MANAGEMENT held 6,231,070 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,231,070 shares
    Change vs previous 13F +32,031 shares

    0.39% of the 13F portfolio, value $215,221,000.

    13F-HR 0001050470-26-000007 filed by LSV ASSET MANAGEMENT
    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 6,199,039 shares
    Change vs previous 13F +423,530 shares

    0.49% of the 13F portfolio, value $225,769,000.

    13F-HR 0001050470-26-000004 filed by LSV ASSET MANAGEMENT
    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 5,775,509 shares
    Change vs previous 13F -118,754 shares

    0.47% of the 13F portfolio, value $216,177,000.

    13F-HR 0001050470-26-000003 filed by LSV ASSET MANAGEMENT
    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 5,894,263 shares
    Change vs previous 13F +994,379 shares

    0.43% of the 13F portfolio, value $196,043,000.

    13F-HR 0001050470-25-000017 filed by LSV ASSET MANAGEMENT
    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 4,899,884 shares
    Change vs previous 13F +862,280 shares

    0.42% of the 13F portfolio, value $178,454,000.

    13F-HR 0001050470-25-000010 filed by LSV ASSET MANAGEMENT
    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 4,037,604 shares
    Change vs previous 13F +251,311 shares

    0.32% of the 13F portfolio, value $133,524,000.

    13F-HR 0001050470-25-000008 filed by LSV ASSET MANAGEMENT
    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 3,786,293 shares
    Change vs previous 13F +343,942 shares

    0.25% of the 13F portfolio, value $106,887,000.

    13F-HR 0001050470-25-000004 filed by LSV ASSET MANAGEMENT
    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 3,442,351 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $86,128,000.

    13F-HR 0001050470-24-000016 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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