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MERCER GLOBAL ADVISORS INC /ADV: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on UGI, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 122,859 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 122,859 shares
    Change vs previous 13F +61,065 shares

    0.01% of the 13F portfolio, value $4,243,538.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 61,794 shares
    Change vs previous 13F +20,852 shares

    <0.01% of the 13F portfolio, value $2,250,543.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 40,942 shares
    Change vs previous 13F +7,707 shares

    <0.01% of the 13F portfolio, value $1,532,476.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 33,235 shares
    Change vs previous 13F -1,970 shares

    <0.01% of the 13F portfolio, value $1,105,385.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 35,205 shares
    Change vs previous 13F +2,289 shares

    <0.01% of the 13F portfolio, value $1,282,182.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 32,916 shares
    Change vs previous 13F +9,698 shares

    <0.01% of the 13F portfolio, value $1,088,546.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 23,218 shares
    Change vs previous 13F +6,210 shares

    <0.01% of the 13F portfolio, value $655,434.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 17,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $418,090.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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