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Disclosery

Northwest & Ethical Investments L.P.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on UGI, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 45,301 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 45,301 shares
    Change vs previous 13F -77,520 shares

    0.04% of the 13F portfolio, value $1,564,697.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 122,821 shares
    Change vs previous 13F +1,784 shares

    0.1% of the 13F portfolio, value $4,471,960.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 121,037 shares
    Change vs previous 13F -27,267 shares

    0.1% of the 13F portfolio, value $4,533,634.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 148,304 shares
    Change vs previous 13F -4,030 shares

    0.12% of the 13F portfolio, value $4,931,639.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 152,334 shares
    Change vs previous 13F -17,125 shares

    0.14% of the 13F portfolio, value $5,548,004.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 169,459 shares
    Change vs previous 13F -92,315 shares

    0.15% of the 13F portfolio, value $5,604,009.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 261,774 shares
    Change vs previous 13F +45,965 shares

    0.2% of the 13F portfolio, value $7,389,880.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 215,809 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,399,541.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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