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ZACKS INVESTMENT MANAGEMENT: UGI position timeline

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

ZACKS INVESTMENT MANAGEMENT held 6,411 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,411 shares
    Change vs previous 13F -3,987 shares

    <0.01% of the 13F portfolio, value $221,461.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 10,398 shares
    Change vs previous 13F -4,864 shares

    <0.01% of the 13F portfolio, value $378,704.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 15,262 shares
    Change vs previous 13F -20,338 shares

    <0.01% of the 13F portfolio, value $571,250.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 35,600 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $1,184,099.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 34,281 shares
    Change vs previous 13F +4,243 shares

    0.01% of the 13F portfolio, value $1,248,498.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 30,038 shares
    Change vs previous 13F +2,514 shares

    0.01% of the 13F portfolio, value $993,364.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 27,524 shares
    Change vs previous 13F -4,048 shares

    0.01% of the 13F portfolio, value $777,005.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 31,572 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $789,935.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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