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Ameritas Investment Partners, Inc.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on UGI, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 39,541 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 39,541 shares
    Change vs previous 13F -5,705 shares

    0.04% of the 13F portfolio, value $1,365,746.

    13F-HR 0001055980-26-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 39,541 shares
    • Ameritas Advisory Services, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 45,246 shares
    Change vs previous 13F +406 shares

    0.03% of the 13F portfolio, value $1,647,859.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 39,541 shares
    • Ameritas Advisory Services, LLC: 5,705 shares

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

  3. period ended2025-12-31
    13F 44,840 shares
    Change vs previous 13F +2,046 shares

    0.03% of the 13F portfolio, value $1,678,361.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 39,389 shares
    • Ameritas Advisory Services, LLC: 5,451 shares

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

  4. period ended2025-09-30
    13F 42,794 shares
    Change vs previous 13F -1,430 shares

    0.03% of the 13F portfolio, value $1,423,329.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 40,288 shares
    • Ameritas Advisory Services, LLC: 2,506 shares

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

  5. period ended2025-06-30
    13F 44,224 shares
    Change vs previous 13F +1,958 shares

    0.03% of the 13F portfolio, value $1,610,638.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 41,636 shares
    • Ameritas Advisory Services, LLC: 2,588 shares

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

  6. period ended2025-03-31
    13F 42,266 shares
    Change vs previous 13F -735 shares

    0.05% of the 13F portfolio, value $1,397,737.

    13F-HR 0001055980-25-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 43,001 shares
    Change vs previous 13F -1,045 shares

    0.04% of the 13F portfolio, value $1,213,918.

    13F-HR 0001055980-25-000002 filed by Ameritas Investment Partners, Inc.
    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 44,046 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,102,031.

    13F-HR 0001055980-24-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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