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MACKENZIE FINANCIAL CORP: UGI position timeline

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

MACKENZIE FINANCIAL CORP held 1,526,713 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 1,526,713 shares
    Change vs previous 13F +440,776 shares

    0.05% of the 13F portfolio, value $52,732,667.

    13F-HR 0001062993-26-004254 filed by MACKENZIE FINANCIAL CORP
    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 1,085,937 shares
    Change vs previous 13F +205,166 shares

    0.05% of the 13F portfolio, value $39,549,826.

    13F-HR 0001062993-26-002560 filed by MACKENZIE FINANCIAL CORP
    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 880,771 shares
    Change vs previous 13F +157,874 shares

    0.04% of the 13F portfolio, value $33,166,112.

    13F-HR 0001062993-26-001020 filed by MACKENZIE FINANCIAL CORP
    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 722,897 shares
    Change vs previous 13F +671,207 shares

    0.03% of the 13F portfolio, value $24,043,554.

    13F-HR 0001062993-25-016707 filed by MACKENZIE FINANCIAL CORP
    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 51,690 shares
    Change vs previous 13F +15,296 shares

    <0.01% of the 13F portfolio, value $1,882,550.

    13F-HR 0001062993-25-014242 filed by MACKENZIE FINANCIAL CORP
    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 36,394 shares
    Change vs previous 13F -14,998 shares

    <0.01% of the 13F portfolio, value $1,203,550.

    13F-HR 0001062993-25-008740 filed by MACKENZIE FINANCIAL CORP
    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/A 51,392 shares
    Change vs previous 13F -122,979 shares

    <0.01% of the 13F portfolio, value $1,450,796.

    13F-HR/A 0001062993-25-008369 filed by MACKENZIE FINANCIAL CORP
    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 174,371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,362,762.

    13F-HR 0001062993-24-018990 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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