Skip to content
Disclosery

Oxbow Advisors, LLC: UGI position timeline

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

Oxbow Advisors, LLC held 342,559 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,559 shares
    Change vs previous 13F +15,244 shares

    0.96% of the 13F portfolio, value $11,831,979.

    13F-HR 0002085853-26-000957 filed by Oxbow Advisors, 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 327,315 shares
    Change vs previous 13F +19,381 shares

    1.01% of the 13F portfolio, value $11,920,801.

    13F-HR 0002085853-26-000513 filed by Oxbow Advisors, 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 307,934 shares
    Change vs previous 13F +86,645 shares

    1.01% of the 13F portfolio, value $11,525,969.

    13F-HR 0002085853-26-000196 filed by Oxbow Advisors, 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 221,289 shares
    Change vs previous 13F -3,843 shares

    0.68% of the 13F portfolio, value $7,360,068.

    13F-HR 0002085853-25-000209 filed by Oxbow Advisors, 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 225,132 shares
    Change vs previous 13F +1,085 shares

    0.9% of the 13F portfolio, value $8,199,293.

    13F-HR 0001667731-25-000996 filed by Oxbow Advisors, 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 224,047 shares
    Change vs previous 13F +4,204 shares

    0.78% of the 13F portfolio, value $7,409,241.

    13F-HR 0001667731-25-000569 filed by Oxbow Advisors, 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 219,843 shares
    Change vs previous 13F +338 shares

    0.73% of the 13F portfolio, value $6,206,160.

    13F-HR 0001667731-25-000200 filed by Oxbow Advisors, 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 219,505 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,492,004.

    13F-HR 0001564770-24-000009 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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