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Meeder Advisory Services, Inc.: UGI position timeline

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

Meeder Advisory Services, Inc. held 8,868 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,868 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $306,286.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    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 9,100 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $331,440.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    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 9,550 shares
    Change vs previous 13F +562 shares

    0.02% of the 13F portfolio, value $357,444.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    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 8,988 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $298,926.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    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 9,186 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $334,571.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    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 9,047 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $299,187.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 0 shares
    • Meeder Advisory Services, Inc.: 9,047 shares

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

  7. period ended2024-12-31
    13F 8,573 shares
    Change vs previous 13F -3,778 shares

    0.01% of the 13F portfolio, value $242,015.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 131 shares
    • Meeder Advisory Services, Inc.: 8,442 shares

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

  8. period ended2024-09-30
    13F 12,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,021.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 3,770 shares
    • Meeder Advisory Services, Inc.: 8,581 shares

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