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SEI INVESTMENTS CO: UGI position timeline

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

SEI INVESTMENTS CO held 668,363 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 668,363 shares
    Change vs previous 13F -3,406 shares

    0.02% of the 13F portfolio, value $23,085,701.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 671,769 shares
    Change vs previous 13F +207,174 shares

    0.02% of the 13F portfolio, value $24,465,010.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 464,595 shares
    Change vs previous 13F +34,660 shares

    0.02% of the 13F portfolio, value $17,389,507.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 429,935 shares
    Change vs previous 13F +178,913 shares

    0.02% of the 13F portfolio, value $14,300,329.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 251,022 shares
    Change vs previous 13F +106,937 shares

    0.01% of the 13F portfolio, value $9,141,484.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 144,085 shares
    Change vs previous 13F +11,690 shares

    0.01% of the 13F portfolio, value $4,764,932.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 132,395 shares
    Change vs previous 13F -2,208 shares

    <0.01% of the 13F portfolio, value $3,737,601.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 134,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,370,852.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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