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WRIGHT INVESTORS SERVICE INC: UGI position timeline

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

WRIGHT INVESTORS SERVICE INC held 0 UGI shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,167 shares

    13F-HR 0001062993-26-002198 filed by WRIGHT INVESTORS SERVICE INC
    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 ended2025-12-31
    13F 13,167 shares
    Change vs previous 13F +679 shares

    0.15% of the 13F portfolio, value $492,841.

    13F-HR 0001062993-26-000423 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,488 shares
    Change vs previous 13F -23,636 shares

    0.12% of the 13F portfolio, value $415,351.

    13F-HR 0001062993-25-016320 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,124 shares
    Change vs previous 13F -845 shares

    0.4% of the 13F portfolio, value $1,315,636.

    13F-HR 0001062993-25-012738 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 36,969 shares
    Change vs previous 13F -237 shares

    0.4% of the 13F portfolio, value $1,222,565.

    13F-HR 0001062993-25-007255 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 37,206 shares
    Change vs previous 13F +484 shares

    0.34% of the 13F portfolio, value $1,050,325.

    13F-HR 0001062993-25-000721 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 36,722 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $918,784.

    13F-HR 0001062993-24-017424 filed by WRIGHT INVESTORS SERVICE INC
    Filed (acceptance time not in the bulk data set), ingested

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