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Disclosery

Calydon Capital: UGI position timeline

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

Calydon Capital held 165,519 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 165,519 shares
    Change vs previous 13F +1,135 shares

    0.84% of the 13F portfolio, value $5,717,039.

    13F-HR 0001104659-26-096633 filed by Calydon Capital
    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 164,384 shares
    Change vs previous 13F -1,786 shares

    0.98% of the 13F portfolio, value $5,986,851.

    13F-HR 0001104659-26-061985 filed by Calydon Capital
    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 166,170 shares
    Change vs previous 13F +3,572 shares

    1.05% of the 13F portfolio, value $6,219,754.

    13F-HR 0001104659-26-016164 filed by Calydon Capital
    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 162,598 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,408,009.

    13F-HR 0001104659-25-112136 filed by Calydon Capital
    Filed (acceptance time not in the bulk data set), ingested

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