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Disclosery

Miller Value Partners, LLC: UGI position timeline

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

Miller Value Partners, LLC held 121,000 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 121,000 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $4,179,340.

    13F-HR 0001135778-26-000016 filed by Miller Value Partners, 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 121,000 shares
    Change vs previous 13F -141,000 shares

    1.15% of the 13F portfolio, value $4,406,820.

    13F-HR 0001135778-26-000011 filed by Miller Value Partners, 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 262,000 shares
    Change vs previous 13F 0 shares

    3.46% of the 13F portfolio, value $9,806,660.

    13F-HR 0001135778-26-000003 filed by Miller Value Partners, 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 262,000 shares
    Change vs previous 13F -30,000 shares

    3.2% of the 13F portfolio, value $8,714,120.

    13F-HR 0001135778-25-000003 filed by Miller Value Partners, 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 292,000 shares
    Change vs previous 13F 0 shares

    4.51% of the 13F portfolio, value $10,634,640.

    13F-HR 0001085146-25-005135 filed by Miller Value Partners, 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 292,000 shares
    Change vs previous 13F 0 shares

    4.4% of the 13F portfolio, value $9,656,440.

    13F-HR 0001085146-25-003193 filed by Miller Value Partners, 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 292,000 shares
    Change vs previous 13F +90,000 shares

    3.52% of the 13F portfolio, value $8,243,160.

    13F-HR 0001085146-25-001536 filed by Miller Value Partners, 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 202,000 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $5,054,040.

    13F-HR 0001085146-24-005777 filed by Miller Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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