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SHELL ASSET MANAGEMENT CO: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELL ASSET MANAGEMENT CO on UGI, newest first. How the timeline and the estimate are built.

SHELL ASSET MANAGEMENT CO held 3,627 UGI shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,627 shares
    Change vs previous 13F -5,291 shares

    0.01% of the 13F portfolio, value $121,000.

    13F-HR 0001211028-25-000008 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,918 shares
    Change vs previous 13F -1,570 shares

    0.01% of the 13F portfolio, value $325,000.

    13F-HR 0001211028-25-000004 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 10,488 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $347,000.

    13F-HR 0001211028-25-000003 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,537 shares
    Change vs previous 13F -28,620 shares

    0.01% of the 13F portfolio, value $297,000.

    13F-HR 0001211028-25-000002 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 39,157 shares
    Change vs previous 13F +7,984 shares

    0.04% of the 13F portfolio, value $980,000.

    13F-HR 0001211028-24-000008 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 31,173 shares
    Change vs previous 13F +5,442 shares

    0.03% of the 13F portfolio, value $714,000.

    13F-HR 0001211028-24-000006 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,731 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $633,000.

    13F-HR 0001211028-24-000002 filed by SHELL ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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