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Inspire Investing, LLC: UGI position timeline

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

Inspire Investing, LLC held 72,692 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 72,692 shares
    Change vs previous 13F +62,516 shares

    0.17% of the 13F portfolio, value $2,507,115.

    13F-HR 0001172661-26-003400 filed by Inspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Inspire Investing, LLC: 12,054 shares (included in another member's report, not added)
    • Inspire Advisors, LLC: 72,692 shares

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

  2. period ended2026-03-31
    13F/A 10,176 shares
    Change vs previous 13F +10,054 shares

    0.02% of the 13F portfolio, value $370,596.

    13F-HR 0001670139-26-000005 filed by Inspire Investing, 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 122 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $4,553.

    13F-HR 0001670139-26-000003 filed by Inspire Investing, 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 0 shares
    Change vs previous 13F -57,543 shares

    13F-HR 0001172661-25-004295 filed by Inspire Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Inspire Investing, LLC: 0 shares
    • Inspire Advisors, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 57,543 shares
    Change vs previous 13F -38,805 shares

    0.11% of the 13F portfolio, value $2,095,732.

    13F-HR 0001172661-25-002712 filed by Inspire Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Inspire Investing, LLC: 32,406 shares
    • Inspire Advisors, LLC: 25,137 shares

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

  6. period ended2025-03-31
    13F 96,348 shares
    Change vs previous 13F +7,620 shares

    0.37% of the 13F portfolio, value $3,186,215.

    13F-HR 0001172661-25-001606 filed by Inspire 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 88,728 shares
    Change vs previous 13F +10,203 shares

    0.31% of the 13F portfolio, value $2,504,794.

    13F-HR 0001172661-25-000588 filed by Inspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Inspire Investing, LLC: 0 shares
    • Inspire Advisors, LLC: 88,728 shares

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

  8. period ended2024-09-30
    13F 78,525 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,964,689.

    13F-HR 0001172661-24-004293 filed by Inspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Inspire Investing, LLC: 47,543 shares (included in another member's report, not added)
    • Inspire Advisors, LLC: 78,525 shares

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