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Quantinno Capital Management LP: UGI position timeline

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

Quantinno Capital Management LP held 549,540 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 549,540 shares
    Change vs previous 13F +192,267 shares

    0.02% of the 13F portfolio, value $18,981,120.

    13F-HR 0001759654-26-000006 filed by Quantinno Capital Management 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 357,273 shares
    Change vs previous 13F +139,406 shares

    0.02% of the 13F portfolio, value $13,011,906.

    13F-HR 0001759654-26-000004 filed by Quantinno Capital Management 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 217,867 shares
    Change vs previous 13F +49,265 shares

    0.02% of the 13F portfolio, value $8,154,786.

    13F-HR 0001759654-26-000002 filed by Quantinno Capital Management 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 168,602 shares
    Change vs previous 13F +22,082 shares

    0.02% of the 13F portfolio, value $5,607,711.

    13F-HR 0001759654-25-000012 filed by Quantinno Capital Management 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 146,520 shares
    Change vs previous 13F +23,773 shares

    0.02% of the 13F portfolio, value $5,336,274.

    13F-HR 0001759654-25-000007 filed by Quantinno Capital Management 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 122,747 shares
    Change vs previous 13F +16,173 shares

    0.03% of the 13F portfolio, value $4,059,258.

    13F-HR 0001759654-25-000005 filed by Quantinno Capital Management 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 106,574 shares
    Change vs previous 13F +27,804 shares

    0.03% of the 13F portfolio, value $3,008,584.

    13F-HR 0001759654-25-000002 filed by Quantinno Capital Management 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 78,770 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,970,839.

    13F-HR 0001759654-24-000010 filed by Quantinno Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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