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Cresset Asset Management, LLC: UGI position timeline

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

Cresset Asset Management, LLC held 687,162 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 687,162 shares
    Change vs previous 13F +49,313 shares

    0.09% of the 13F portfolio, value $23,992,590.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    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 637,849 shares
    Change vs previous 13F +6,549 shares

    0.1% of the 13F portfolio, value $23,469,533.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    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 631,300 shares
    Change vs previous 13F +87,392 shares

    0.1% of the 13F portfolio, value $23,835,235.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    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/A 543,908 shares
    Change vs previous 13F +10,494 shares

    0.08% of the 13F portfolio, value $18,294,139.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    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/A 533,414 shares
    Change vs previous 13F -1,122 shares

    0.1% of the 13F portfolio, value $19,626,807.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    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 534,536 shares
    Change vs previous 13F +42,177 shares

    0.09% of the 13F portfolio, value $17,877,482.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 492,359 shares
    Change vs previous 13F -18,876 shares

    0.07% of the 13F portfolio, value $13,928,841.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    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 511,235 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,978,871.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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