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Disclosery

Baird Financial Group, Inc.: UGI position timeline

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

Baird Financial Group, Inc. held 33,296 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 33,296 shares
    Change vs previous 13F +6,027 shares

    <0.01% of the 13F portfolio, value $1,150,043.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    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 27,269 shares
    Change vs previous 13F -658 shares

    <0.01% of the 13F portfolio, value $993,137.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    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 27,927 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $1,045,308.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    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 28,221 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $938,630.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    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 28,359 shares
    Change vs previous 13F +3,825 shares

    <0.01% of the 13F portfolio, value $1,032,835.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    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 24,534 shares
    Change vs previous 13F -7,413 shares

    <0.01% of the 13F portfolio, value $811,339.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    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 31,947 shares
    Change vs previous 13F -1,022 shares

    <0.01% of the 13F portfolio, value $901,864.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    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 32,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $824,905.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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