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Disclosery

Bridgewater Associates, LP: UGI position timeline

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

Bridgewater Associates, LP held 206,386 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 206,386 shares
    Change vs previous 13F +121,074 shares

    0.03% of the 13F portfolio, value $7,128,572.

    13F-HR 0001350694-26-000003 filed by Bridgewater Associates, LP
    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 85,312 shares
    Change vs previous 13F +17,472 shares

    0.01% of the 13F portfolio, value $3,107,063.

    13F-HR 0001350694-26-000002 filed by Bridgewater Associates, LP
    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 67,840 shares
    Change vs previous 13F +67,840 shares

    0.01% of the 13F portfolio, value $2,539,251.

    13F-HR 0001350694-26-000001 filed by Bridgewater Associates, LP
    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 -36,252 shares

    13F-HR 0001172661-25-004777 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

    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 36,252 shares
    Change vs previous 13F -98,044 shares

    0.01% of the 13F portfolio, value $1,320,298.

    13F-HR 0001172661-25-003151 filed by Bridgewater Associates, LP
    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 134,296 shares
    Change vs previous 13F +134,296 shares

    0.02% of the 13F portfolio, value $4,441,169.

    13F-HR 0001172661-25-001828 filed by Bridgewater Associates, LP
    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 0 shares
    Change vs previous 13F -28,934 shares

    13F-HR 0001172661-25-000823 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

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

  8. period ended2024-09-30
    13F 28,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $723,929.

    13F-HR 0001172661-24-004671 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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