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Disclosery

RPG Investment Advisory, LLC: UGI position timeline

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

RPG Investment Advisory, LLC held 0 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -285,356 shares

    13F-HR 0001172661-26-003029 filed by RPG Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 285,356 shares
    Change vs previous 13F -5,447 shares

    1.25% of the 13F portfolio, value $10,392,665.

    13F-HR 0001172661-26-001926 filed by RPG Investment Advisory, 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 290,803 shares
    Change vs previous 13F +3,866 shares

    1.24% of the 13F portfolio, value $10,884,756.

    13F-HR 0001172661-26-000227 filed by RPG Investment Advisory, 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 286,937 shares
    Change vs previous 13F -2,432 shares

    1.13% of the 13F portfolio, value $9,543,525.

    13F-HR 0001172661-25-004391 filed by RPG Investment Advisory, 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 289,369 shares
    Change vs previous 13F -292,063 shares

    1.31% of the 13F portfolio, value $10,538,819.

    13F-HR 0001172661-25-003083 filed by RPG Investment Advisory, 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 581,432 shares
    Change vs previous 13F +295,050 shares

    1.38% of the 13F portfolio, value $19,227,956.

    13F-HR 0001172661-25-001842 filed by RPG Investment Advisory, 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 286,382 shares
    Change vs previous 13F +433 shares

    1.08% of the 13F portfolio, value $8,084,564.

    13F-HR 0001172661-25-000482 filed by RPG Investment Advisory, 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 285,949 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $7,154,444.

    13F-HR 0001172661-24-004467 filed by RPG Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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