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Disclosery

Sourcerock Group LLC: UGI position timeline

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

Sourcerock Group LLC held 0 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 0 shares
    Change vs previous 13F -268,804 shares

    13F-HR 0001822531-26-000009 filed by Sourcerock Group 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 268,804 shares
    Change vs previous 13F -235,781 shares

    0.41% of the 13F portfolio, value $9,789,842.

    13F-HR 0001822531-26-000006 filed by Sourcerock Group 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 504,585 shares
    Change vs previous 13F -211,480 shares

    1.08% of the 13F portfolio, value $18,886,617.

    13F-HR 0001822531-26-000002 filed by Sourcerock Group 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 716,065 shares
    Change vs previous 13F +151,458 shares

    1.62% of the 13F portfolio, value $23,816,322.

    13F-HR 0001822531-25-000014 filed by Sourcerock Group 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 564,607 shares
    Change vs previous 13F -161,789 shares

    1.07% of the 13F portfolio, value $20,562,987.

    13F-HR 0001822531-25-000007 filed by Sourcerock Group 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 726,396 shares
    Change vs previous 13F -298,604 shares

    1.35% of the 13F portfolio, value $24,021,916.

    13F-HR 0001822531-25-000005 filed by Sourcerock Group 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 1,025,000 shares
    Change vs previous 13F +720,700 shares

    2.05% of the 13F portfolio, value $28,935,750.

    13F-HR 0001822531-25-000002 filed by Sourcerock Group 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 304,300 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,613,587.

    13F-HR 0001822531-24-000009 filed by Sourcerock Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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