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Disclosery

&PARTNERS: UGI position timeline

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

&PARTNERS held 16,316 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 16,316 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $563,541.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 16,298 shares
    Change vs previous 13F -4,827 shares

    <0.01% of the 13F portfolio, value $593,580.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 21,125 shares
    Change vs previous 13F +3,264 shares

    <0.01% of the 13F portfolio, value $790,698.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 17,861 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $594,065.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 17,931 shares
    Change vs previous 13F +4,259 shares

    0.01% of the 13F portfolio, value $653,490.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 13,672 shares
    Change vs previous 13F +636 shares

    <0.01% of the 13F portfolio, value $449,252.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 13,036 shares
    Change vs previous 13F -6,256 shares

    <0.01% of the 13F portfolio, value $370,692.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 19,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $482,686.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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