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Disclosery

AMALGAMATED BANK: UGI position timeline

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

AMALGAMATED BANK held 95,507 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,507 shares
    Change vs previous 13F -10,535 shares

    0.02% of the 13F portfolio, value $3,299,000.

    13F-HR 0000919192-26-000004 filed by AMALGAMATED BANK
    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 106,042 shares
    Change vs previous 13F +9,616 shares

    0.03% of the 13F portfolio, value $3,862,000.

    13F-HR 0000919192-26-000003 filed by AMALGAMATED BANK
    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 96,426 shares
    Change vs previous 13F -2,532 shares

    0.03% of the 13F portfolio, value $3,609,000.

    13F-HR 0000919192-26-000001 filed by AMALGAMATED BANK
    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 98,958 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $3,291,000.

    13F-HR 0000919192-25-000010 filed by AMALGAMATED BANK
    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 98,812 shares
    Change vs previous 13F +277 shares

    0.03% of the 13F portfolio, value $3,599,000.

    13F-HR 0000919192-25-000005 filed by AMALGAMATED BANK
    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 98,535 shares
    Change vs previous 13F -3,382 shares

    0.03% of the 13F portfolio, value $3,259,000.

    13F-HR 0000919192-25-000004 filed by AMALGAMATED BANK
    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 101,917 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,877,000.

    13F-HR 0000919192-25-000003 filed by AMALGAMATED BANK
    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 101,917 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,550,000.

    13F-HR 0000919192-24-000007 filed by AMALGAMATED BANK
    Filed (acceptance time not in the bulk data set), ingested

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