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Disclosery

Amundi: UGI position timeline

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

Amundi held 41,915 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 41,915 shares
    Change vs previous 13F -9,061 shares

    <0.01% of the 13F portfolio, value $1,447,751.

    13F-HR 0001172661-26-003278 filed by Amundi
    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 50,976 shares
    Change vs previous 13F -248,157 shares

    <0.01% of the 13F portfolio, value $1,856,583.

    13F-HR 0001172661-26-002409 filed by Amundi
    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 299,133 shares
    Change vs previous 13F +17,520 shares

    <0.01% of the 13F portfolio, value $11,196,563.

    13F-HR 0001172661-26-000975 filed by Amundi
    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 281,613 shares
    Change vs previous 13F +281,613 shares

    <0.01% of the 13F portfolio, value $9,118,629.

    13F-HR 0001172661-25-005113 filed by Amundi
    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 0 shares
    Change vs previous 13F -378 shares

    13F-HR 0001172661-25-003210 filed by Amundi
    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.

  6. period ended2025-03-31
    13F 378 shares
    Change vs previous 13F -60,220 shares

    <0.01% of the 13F portfolio, value $12,240.

    13F-HR 0000950123-25-005695 filed by Amundi
    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 60,598 shares
    Change vs previous 13F +3,945 shares

    <0.01% of the 13F portfolio, value $1,726,437.

    13F-HR 0000950123-25-001182 filed by Amundi
    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 56,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,346,075.

    13F-HR 0000950123-24-011230 filed by Amundi
    Filed (acceptance time not in the bulk data set), ingested

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