Balyasny Asset Management: UGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balyasny Asset Management on UGI, newest first. How the timeline and the estimate are built.
Balyasny Asset Management held 204,568 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 204,568 sharesChange vs previous 13F -390,627 shares
0.01% of the 13F portfolio, value $7,065,779.
13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 595,195 sharesChange vs previous 13F +461,945 shares
0.04% of the 13F portfolio, value $21,677,002.
13F-HR 0001193125-26-226359 filed by Balyasny Asset Management L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,250 sharesChange vs previous 13F -338,070 shares
0.01% of the 13F portfolio, value $4,987,548.
13F-HR 0001193125-26-054303 filed by Balyasny Asset Management L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 471,320 sharesChange vs previous 13F +378,642 shares
0.03% of the 13F portfolio, value $15,676,103.
13F-HR 0001193125-25-282267 filed by Balyasny Asset Management L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,678 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $3,375,333.
13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).