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GREAT LAKES ADVISORS, LLC: UGI position timeline

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

GREAT LAKES ADVISORS, LLC held 17,215 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,215 shares
    Change vs previous 13F -9,605 shares

    <0.01% of the 13F portfolio, value $594,606.

    13F-HR 0001078013-26-000004 filed by GREAT LAKES ADVISORS, 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 26,820 shares
    Change vs previous 13F -2,422 shares

    0.01% of the 13F portfolio, value $976,784.

    13F-HR 0001078013-26-000003 filed by GREAT LAKES ADVISORS, 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 29,242 shares
    Change vs previous 13F -11,740 shares

    0.01% of the 13F portfolio, value $1,094,528.

    13F-HR 0001078013-26-000002 filed by GREAT LAKES ADVISORS, 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 40,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,363,061.

    13F-HR 0001078013-25-000008 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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