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Grantham, Mayo, Van Otterloo & Co. LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantham, Mayo, Van Otterloo & Co. LLC on UGI, newest first. How the timeline and the estimate are built.

Grantham, Mayo, Van Otterloo & Co. LLC held 32,274 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,274 shares
    Change vs previous 13F -2,958 shares

    <0.01% of the 13F portfolio, value $1,114,744.

    13F-HR 0001072613-26-000636 filed by Grantham, Mayo, Van Otterloo & Co. 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 35,232 shares
    Change vs previous 13F -44,053 shares

    <0.01% of the 13F portfolio, value $1,283,149.

    13F-HR 0001072613-26-000397 filed by Grantham, Mayo, Van Otterloo & Co. 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 79,285 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $2,967,638.

    13F-HR 0001072613-26-000185 filed by Grantham, Mayo, Van Otterloo & Co. 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 79,274 shares
    Change vs previous 13F -9,766 shares

    0.01% of the 13F portfolio, value $2,636,653.

    13F-HR 0001072613-25-000786 filed by Grantham, Mayo, Van Otterloo & Co. 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 89,040 shares
    Change vs previous 13F +72,237 shares

    0.01% of the 13F portfolio, value $3,242,837.

    13F-HR 0001072613-25-000542 filed by Grantham, Mayo, Van Otterloo & Co. 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 16,803 shares
    Change vs previous 13F +1,819 shares

    <0.01% of the 13F portfolio, value $555,675.

    13F-HR 0001072613-25-000369 filed by Grantham, Mayo, Van Otterloo & Co. 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 14,984 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $422,998.

    13F-HR 0001072613-25-000109 filed by Grantham, Mayo, Van Otterloo & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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