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Quantbot Technologies LP: UGI position timeline

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

Quantbot Technologies LP held 39,875 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,875 shares
    Change vs previous 13F -30,856 shares

    0.05% of the 13F portfolio, value $1,377,283.

    13F-HR 0001512991-26-000004 filed by Quantbot Technologies LP
    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 70,731 shares
    Change vs previous 13F +1,605 shares

    0.11% of the 13F portfolio, value $2,576,023.

    13F-HR 0001512991-26-000003 filed by Quantbot Technologies LP
    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 69,126 shares
    Change vs previous 13F +32,883 shares

    0.09% of the 13F portfolio, value $2,587,386.

    13F-HR 0001512991-26-000002 filed by Quantbot Technologies LP
    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 36,243 shares
    Change vs previous 13F +29,851 shares

    0.03% of the 13F portfolio, value $1,205,442.

    13F-HR 0001512991-25-000031 filed by Quantbot Technologies LP
    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 6,392 shares
    Change vs previous 13F -101,088 shares

    0.01% of the 13F portfolio, value $232,797.

    13F-HR 0001512991-25-000030 filed by Quantbot Technologies LP
    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 107,480 shares
    Change vs previous 13F -93,075 shares

    0.11% of the 13F portfolio, value $3,554,364.

    13F-HR 0001512991-25-000029 filed by Quantbot Technologies LP
    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 200,555 shares
    Change vs previous 13F +54,568 shares

    0.21% of the 13F portfolio, value $5,661,668.

    13F-HR 0001512991-25-000027 filed by Quantbot Technologies LP
    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 145,987 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,652,595.

    13F-HR 0001512991-24-000006 filed by Quantbot Technologies LP
    Filed (acceptance time not in the bulk data set), ingested

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