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STANSBERRY ASSET MANAGEMENT, LLC: UGI position timeline

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

STANSBERRY ASSET MANAGEMENT, LLC held 427,597 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 427,597 shares
    Change vs previous 13F +204,544 shares

    1.35% of the 13F portfolio, value $14,769,198.

    13F-HR 0000919574-26-005374 filed by STANSBERRY ASSET MANAGEMENT, 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 223,053 shares
    Change vs previous 13F +4,950 shares

    0.84% of the 13F portfolio, value $8,123,600.

    13F-HR 0000919574-26-003270 filed by STANSBERRY ASSET MANAGEMENT, 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 218,103 shares
    Change vs previous 13F +17,084 shares

    0.83% of the 13F portfolio, value $8,163,608.

    13F-HR 0000919574-26-001146 filed by STANSBERRY ASSET MANAGEMENT, 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 201,019 shares
    Change vs previous 13F +5,754 shares

    0.7% of the 13F portfolio, value $6,685,881.

    13F-HR 0000919574-25-006877 filed by STANSBERRY ASSET MANAGEMENT, 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 195,265 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,111,536.

    13F-HR 0000919574-25-004842 filed by STANSBERRY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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