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YOUSIF CAPITAL MANAGEMENT, LLC: UGI position timeline

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

YOUSIF CAPITAL MANAGEMENT, LLC held 63,135 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,135 shares
    Change vs previous 13F -4,095 shares

    0.02% of the 13F portfolio, value $2,180,683.

    13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL 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 67,230 shares
    Change vs previous 13F -4,069 shares

    0.03% of the 13F portfolio, value $2,448,517.

    13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL 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 71,299 shares
    Change vs previous 13F -1,877 shares

    0.03% of the 13F portfolio, value $2,649,471.

    13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL 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 73,176 shares
    Change vs previous 13F -6,196 shares

    0.03% of the 13F portfolio, value $2,433,834.

    13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL 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 79,372 shares
    Change vs previous 13F -1,926 shares

    0.03% of the 13F portfolio, value $2,890,728.

    13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, 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 81,298 shares
    Change vs previous 13F -2,078 shares

    0.03% of the 13F portfolio, value $2,688,525.

    13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 83,376 shares
    Change vs previous 13F -1,744 shares

    0.03% of the 13F portfolio, value $2,353,704.

    13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 85,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,129,702.

    13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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