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Ancora Advisors LLC: UGI position timeline

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

Ancora Advisors LLC held 327,381 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 327,381 shares
    Change vs previous 13F -67,978 shares

    0.22% of the 13F portfolio, value $11,307,740.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 395,359 shares
    Change vs previous 13F -6,950 shares

    0.31% of the 13F portfolio, value $14,398,975.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 402,309 shares
    Change vs previous 13F -117,653 shares

    0.31% of the 13F portfolio, value $15,058,426.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors 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 519,962 shares
    Change vs previous 13F -2,420 shares

    0.35% of the 13F portfolio, value $17,293,937.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors 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 522,382 shares
    Change vs previous 13F +16,892 shares

    0.4% of the 13F portfolio, value $19,025,153.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors 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 505,490 shares
    Change vs previous 13F +30,060 shares

    0.37% of the 13F portfolio, value $16,716,554.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 475,430 shares
    Change vs previous 13F +424,160 shares

    0.3% of the 13F portfolio, value $13,421,389.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 51,270 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,282,775.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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