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INTECH INVESTMENT MANAGEMENT LLC: UGI position timeline

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

INTECH INVESTMENT MANAGEMENT LLC held 10,850 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 10,850 shares
    Change vs previous 13F -91,292 shares

    <0.01% of the 13F portfolio, value $374,759.

    13F-HR 0001086318-26-000004 filed by INTECH INVESTMENT 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 102,142 shares
    Change vs previous 13F -237,644 shares

    0.04% of the 13F portfolio, value $3,720,012.

    13F-HR 0001086318-26-000002 filed by INTECH INVESTMENT 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 339,786 shares
    Change vs previous 13F +310,206 shares

    0.11% of the 13F portfolio, value $12,718,189.

    13F-HR 0001086318-26-000001 filed by INTECH INVESTMENT 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 29,580 shares
    Change vs previous 13F +403 shares

    0.01% of the 13F portfolio, value $983,831.

    13F-HR 0001086318-25-000007 filed by INTECH INVESTMENT 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 29,177 shares
    Change vs previous 13F +1,467 shares

    0.01% of the 13F portfolio, value $1,062,626.

    13F-HR 0001085146-25-004757 filed by INTECH INVESTMENT 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 27,710 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $916,370.

    13F-HR 0001085146-25-003387 filed by INTECH INVESTMENT 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 27,578 shares
    Change vs previous 13F +10,056 shares

    0.01% of the 13F portfolio, value $778,527.

    13F-HR 0001085146-25-000959 filed by INTECH INVESTMENT 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 17,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,400.

    13F-HR 0001085146-24-005459 filed by INTECH INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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