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Quantum Portfolio Management LLC: UGI position timeline

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

Quantum Portfolio Management LLC held 3,894 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,894 shares
    Change vs previous 13F -1,685 shares

    0.05% of the 13F portfolio, value $134,499.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio 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/A 5,579 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $203,187.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio 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 5,579 shares
    Change vs previous 13F +5,579 shares

    0.09% of the 13F portfolio, value $208,822.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio 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 0 shares
    Change vs previous 13F -6,338 shares

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 6,338 shares
    Change vs previous 13F -187 shares

    0.11% of the 13F portfolio, value $230,830.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio 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 6,525 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $215,782.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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